Invoices
  • Entities
    • How do I create a new entity?
    • How do I edit an existing entity?
  • Invoices
    • Create the invoice for an entity
    • Edit the existing invoice
    • Filter invoices
    • Status of Invoices
    • I don't want to send Invoice from eProcessify Invoices. How can I mark invoice as sent?
    • How do I download an Invoice PDF?
    • Printing Invoices
      • How do I print an Invoice?
      • I want to print the transportation copy and the customer copy separately. How can I do that?
    • Set the due date of Invoice
    • Add bank details on the Invoice
    • Hide or show payment terms on the Invoice
    • Add E-Signature to the Invoice
    • Export invoices to an Excel sheet
    • Proforma Invoice
      • How do I send a Proforma Invoice?
      • Convert a Proforma Invoice to a Tax Invoice
      • View all Proforma Invoices
    • Invoice Numbering
      • Set Invoice Number format and Invoice Prefix
      • Set the Invoice number manually
      • I am starting in the middle of FY. How can I set my numbering?
    • Cancel Invoice
  • Payments
    • How do I add payment to an invoice?
    • How do I send a payment receipt to the customer?
    • Edit or Delete the payment
    • View all payments
    • Export payments to an excel sheet
  • Clients
    • How do I add a new client?
    • How do I edit an existing client?
    • Custom Fields
      • How do I create a custom field?
      • How do I edit an existing custom field?
      • How do I set custom field values while adding a new client?
      • How do I upload a document in a custom field with the type Image/Document?
    • Contacts
      • Create a contact and assign it to an existing client
      • Edit a contact
      • Unassign a contact from the client
      • Assign a contact to the client
  • Team Members
    • Invite team members
    • Access Roles
  • Invoice Items
    • How do I create or add an Invoice item?
    • Edit an Invoice item
    • Delete Invoice item
  • Tax Presets
    • Add Tax Preset
    • Default Tax Preference
  • Reminders
Powered by GitBook
On this page

Was this helpful?

  1. Invoices

Status of Invoices

PreviousFilter invoicesNextI don't want to send Invoice from eProcessify Invoices. How can I mark invoice as sent?

Last updated 11 months ago

Was this helpful?

These are the following statuses of the invoices:

Invoices can go through different statuses throughout the invoicing process. Here are the various statuses of invoices:

  1. Draft Status: A draft invoice is an invoice template that has not been sent to the customer. It is saved for future modifications or conversion into a full invoice to send to the customer.

  2. Sent Status: A sent invoice is a draft invoice that has been created and sent to the customer. It is a bill sent to the customer after they have received a product or service.

  3. Viewed Status:

    A viewed invoice is a sent invoice that has been viewed by the client or customer.

  4. Downloaded Status: This status indicates that the customer or client has viewed and downloaded the invoice.

  5. Partial Status: The partial status means that the payment for the invoice has been paid partially. It indicates that the full payment has not been made, and payments are paid in parts.

  6. Paid Status: The paid status means that the whole payment for the invoice has been completed. It indicates that the payment for the invoice has been fully made.

These are thw following status of the invoices.