Invoice statuses and lifecycle
Understand the draft → sent → viewed → partial → paid flow, plus overdue, cancelled, and void.
The states an invoice moves through
An invoice progresses through a defined set of statuses. Each transition is tracked so you always have an accurate audit trail.
- Draft — being edited; the only status in which an invoice can be changed.
- Sent — emailed to the customer; locked from editing.
- Viewed — the customer opened the invoice.
- Partial — a payment was recorded but the balance is not yet zero.
- Paid — fully settled (balance due is zero).
- Overdue — past the due date with a balance remaining.
- Cancelled / Void — withdrawn; void reverses any related ledger postings.
Because only drafts are editable, to fix a sent invoice you typically void it and issue a corrected one, or issue a credit note.