AGENCY INVOICING

Invoice statuses

What each agency invoice status means.

Status Meaning
Draft Being prepared. Private to your agency.
Ready to send Finalised and numbered, not yet emailed.
Sent Emailed to the client.
Viewed The client opened the secure invoice link. Your own team opening it does not count.
Partly paid You recorded a payment for part of the amount.
Paid You recorded payment in full.
Overdue Sent, viewed or partly paid, past the due date, with money still owed.
Cancelled Cancelled before it was sent. The record is kept.
Void Voided with a reason. The client link stops working.

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