Invoices and payments

What invoice statuses mean

Understand invoice statuses and summary tiles so you know what to collect, review, or close.

Updated June 30, 2026

For: Owner, Admin

1. Read the Invoice List

The list shows invoice name, customer, due date, status, and amount. The summary tiles help you prioritize collections.

Draft: Meaning: The invoice exists, but it has not been sent yet. Where it appears: Invoice row and Drafts summary. Next step: Review and send when ready. It does not mean: It does not mean the customer received it.
Sent: Meaning: The invoice was sent and may still need payment. Where it appears: Invoice row. Next step: Follow up or record payment when appropriate. It does not mean: It does not mean it is paid.
Paid: Meaning: The invoice has no remaining balance. Where it appears: Invoice row. Next step: Keep receipt or history if needed. It does not mean: It does not automatically change other documents.
Receivable: Meaning: Total sent invoices with open balance. Where it appears: Top summary tile. Next step: Prioritize payment follow-up. It does not mean: It does not include paid invoices.
Overdue: Meaning: Invoices past due with open balance. Where it appears: Top summary tile. Next step: Contact the customer or review the agreement. It does not mean: It does not mean payment failed.
Due soon: Meaning: Invoices approaching the due date. Where it appears: Top summary tile. Next step: Follow up before they become late. It does not mean: It does not mean they are already overdue.