Invoice Statuses

Administrator can change invoices to any statuses at any time. You have various invoice Statuses (Draft / Sent / Partial / Paid / Archive).

Draft

Administrator and Project manager + finance can create new invoice and save it as draft. Both of them able to edit or modify the invoice when it is in draft status.

Sent

Administrator can able to send invoice to client by click on Email button at the top. When administrator send draft status invoice, it move to unpaid tab after it is sent.

Partial

When client send payment for the invoice you sent, you can update the payment by click on Payment button at the top. You can add payment# and amount in the pop-up where payment description is optional. Click on Save button to update the payment for invoice. If there is balance due after payment then invoice status updated as partial and remain in unpaid tab.

You can update the payment by click on Payment button at the top. You can add payment# and amount in the pop-up
where payment description is optional. Click on Save button to update the payment for invoice. If you make full payment for the invoice, then status updated as Paid and invoice moved to paid tab.

Archive

Administrator can archive invoice from any status of invoice. Choose the invoice to “Archive” and click on the action icon at the left of the listing. Click on the Archive option in the pop-up displayed. Selected invoice moved to archive tab and invoice status displayed as earlier. You can unarchive or delete the invoice from archive status.