Invoice Statuses

To view invoice statuses:

  1. From the menu to the left, click Accounting.
  2. Click Invoices. The Invoices page opens.

There are seven invoice statuses. This status displays in the Status column in the invoice list. The table below lists each status and its corresponding description.

Status
Description
DraftThe invoice was created, but has not yet been sent to the Payer. The total amount of the invoice and the balance is visible.
Partially PaidThe invoice was created and sent to the Payer, and the Payer has paid only part of the total due. The total amount on the invoice is visible, and the Invoice Balance column shows less than the Total Amount column.
UnpaidThe invoice was created and sent to the Payer, but the Payer has not made any payments towards the balance. The total amount and the balance are both visible.
PaidThe invoice was created and sent to the Payer, and the Payer has paid the balance in full.
DeclinedThe invoice was created and sent to a Payer who has auto-pay enabled on their account, but their form of payment was declined. The total amount and the balance are both visible.
DeletedYou have deleted the invoice. The total amount and the balance are both still visible. If you do not want the balance to show in your total amount, close the invoice instead of deleting it. Closing an invoice erases the balance and prevents it from being shown in your total amount and on reports.
CloseYou have closed the invoice. Close invoices when you know you will not receive payment on the invoice. Closing an invoice erases the balance and prevents it from being shown in your total amount and on reports. It also does not display on your list of unpaid invoices, and the balance due shows $0.00. Note that once you close an invoice, you cannot restore or edit it.