When you create a new invoice, it is given a status of “Draft”. This status means that the invoice has not been yet been emailed to your client and it is not visible in the client’s CRM dashboard.
Once you are ready to send the invoice to the client, you must “Publish” it, using the button shown below.
On publishing the invoice, an email is automatically sent to the client (with the pdf invoice attached). ‘
The invoice will also become visible to the client, in their CRM dashboard.
Once an invoice has been published, its status will automatically change to “Due” or “Overdue”, depending on the due dates of the invoice.
Changing Invoice Statuses
An invoice’s status cannot be changed manually. The system automatically determines the correct status to give an invoice, based on the following conditions
- If there are any outstanding payments on the invoice
- The due dates of the invoice
It is therefore not possible to mark an invoice as “Paid” if there is an outstanding amount/balance on the invoice.
To mark an invoice as paid, a payment will need to be applied to the invoice (either a manual/offline payment or an online payment by your client)
To add an offline/manual payment, you can use the button shown below.