What Do the Invoice Status Values Mean

Every invoice carries a Status that tells you where it stands in the billing lifecycle. The Status dropdown in the Filter panel lists seven values.

The Seven Statuses

• Open — issued and unpaid, whether or not it has passed its due date yet. A freshly issued invoice starts as Open.
• Paid — paid on or before the due date.
• Paid Late — paid, but after the due date had already passed.
• Voided — canceled and no longer owed. A voided invoice is fully excluded from billing totals (Total Amount Invoiced and the Open/Paid/Late buckets), not just re-labeled.
• Late — past its due date and still unpaid, matching the Past Due dashboard tile.
• Locked — the invoice is closed out and can no longer be marked paid or voided. Simply paying an invoice does not automatically make it Locked; this status is tied to closed accounting periods.
• Pending — a payment is in progress, e.g. an ACH bank transfer that hasn't cleared yet.

How to Mark an Invoice Paid or Void It

1. Go to Balances > Invoice Dashboard.
2. Find the invoice and open its row Actions menu.

1. To mark it paid, choose Mark as Paid and fill in Payment Type, an optional Check Number, the Payment Date, and any Notes.

1. To cancel it, choose Void, optionally add Notes, optionally check Send email notification, and confirm.