How does invoice status work?
Invoices in Sliptree can have many different statuses. Most states are applied automatically based on what you and the customer do; the few that aren't are described below.
Invoice statuses and their descriptions
| Status | Description |
|---|---|
| Draft | Applied when an invoice has been created but not yet marked as Completed. At this point the invoice does not yet have a number assigned to it. |
| Completed | The invoice is ready to be sent out. Invoices must be manually marked as Completed (or completed automatically when sent). When an invoice is completed, a number is assigned to it. |
| Sent | Applied after the invoice has been sent out, either by email or as an e-invoice. |
| Viewed | Applied after the customer opens the invoice email. This may not work if the customer's mail client blocks tracking pixels. Clicking the View invoice link in the email will also mark the invoice as Viewed. |
| Partially paid | Applied when the payments recorded on an invoice add up to less than the invoice total. To prevent unwanted (and potentially illegal) changes, the invoice can no longer be edited while this status is applied. |
| Paid | Applied when the payments recorded on an invoice add up to the invoice total. To prevent unwanted (and potentially illegal) changes, the invoice can no longer be edited while this status is applied. |
Invoices may also be marked as overdue or credited. These two aren't statuses per se, but helpful indicators that explain what has happened to the invoice. For example, a partially paid invoice may also be overdue, and a fully paid invoice may also be credited.