What are Invoice Statuses?
An invoice’s status reflects its current phase in the billing process.
In ReachOut, we maintain the following invoice statuses:
- Active – Invoice has been created. A newly-created invoice is set to Active status by default.
- Void – Invoice is voided. If there is any error, you can cancel the invoice without deleting it from the system.
- Archive – Invoice is retained for record-keeping.
Based on the payment status, the invoices are categorized as:
- Paid – Invoice has been paid by the customer in full.
- Not Paid – Invoice has not yet been paid by the customer.
- Partially Paid – Invoice in which the customer has paid only a portion of the total amount due.
- View the current status of all generated invoices on the Invoices home page.
- To change the invoice status, click the View icon under the Action column next to the created invoice.
- Here, you can change the payment status of the invoice to Not Paid, Paid, or Partially Paid.
- If you want to mark the invoice status to Paid select the Paid option from the drop-down and confirm Yes.
This will stamp the payment status on the invoice header and is available when downloading the invoice as a PDF or emailing it to customers.
- To void an invoice and change its status, click on the Action drop-down at the top right and select Mark as void.
You can undo the Void status of the invoice and mark it as Active by clicking on the invoice header.
