Track invoice status

Invoice status helps you see whether a document is draft, sent, viewed, partially paid, paid, overdue, refunded, cancelled, or voided.

What this feature is for

• Invoice status helps you see whether a document is draft, sent, viewed, partially paid, paid, overdue, refunded, cancelled, or voided.

When to use it

• You need to follow up with a customer.
• A payment, refund, or credit changed the balance.

Do it manually

1. Open Money.
2. Filter or search for the invoice.
3. Review workflow status, payment status, total, outstanding balance, and due date.
4. Open document detail for applications and portal link.
5. Create reminder or adjustment only after refreshing the document.

Ask Faster AI

Find the invoice for [customer/number] and summarize status, outstanding balance, due date, payment activity, and suggested next action.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of track invoice status.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Send payment reminders
• Review customer money history