How to Update Invoice Status
Keeping invoice statuses up to date is crucial for tracking your cash flow and outstanding payments.
Step 1: Open the Invoice
Navigate to Invoices and click on the invoice you want to update.
Step 2: Change the Status
Click the "Update Status" button or use the status dropdown. Choose from:
- Draft — Invoice is still being prepared.
- Sent — Invoice has been shared with the client.
- Paid — Full payment received.
- Partially Paid — Some payment received.
- Overdue — Past due date without full payment.
- Cancelled — Invoice voided.
Recording Payment Amounts
When marking an invoice as paid or partially paid, you can record the payment amount and date. This updates the invoice balance and reflects in your billing dashboard and reports.
💡 Tip:
Clients can also mark invoices as paid from their portal. See How to Mark an Invoice as Paid (Client).