Understand Invoice Statuses
Learn how draft, sent, partial, paid, overdue and cancelled states behave.
Open Invoices
Dashboard → Sales → Invoices
Start from Dashboard, open Sales, and select Invoices. On mobile, open the workspace menu first when the named menu is not visible.
Use Draft while reviewing an invoice
Use Draft while reviewing an invoice. Review the information shown before continuing to the next step.
Finalize or send when it becomes authoritative
Finalize or send when it becomes authoritative. Review the information shown before continuing to the next step.
Record payments to update partial or paid status
Record payments to update partial or paid status. Review the information shown before continuing to the next step.
Review unpaid invoices after their due date
Review unpaid invoices after their due date. Review the information shown before continuing to the next step.
Use supported cancellation or credit workflows for corrections
Use supported cancellation or credit workflows for corrections. Review the information shown before continuing to the next step.