How does invoice status work?

Invoices in Sliptree can have many different statuses. Most states are applied automatically, based on user and customer actions to simplify your workflow and to give you a better overview.

Invoice statuses and their descriptions

StatusDescriptionDraftApplied 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.CompletedIndicates that the invoice is ready to be sent out. Invoices must be manually marked as 'Completed'. When an invoice is completed, a number will be assigned to it.SentApplied after the invoice has been sent out, either via e-mail or as an e-invoice.ViewedApplied after the customer opens the invoice email. This may not work if the customer has tracking pixels blocked. Clicking 'View invoice' link on the invoice email will also mark the invoice as 'Viewed'.Partially paidApplied when the payments marked on an invoice add up to less than the invoice total. To prevent unwanted (and potentially illegal) changes, the invoice can not be edited while this status is applied.PaidApplied when the payments marked on an invoice add up to the invoice total. To prevent unwanted (and potentially illegal) changes, the invoice can not be edited while this status is applied.Invoices may also be marked as being overdue or credited. These two are not statuses per se, but helpful indicators to understand what exactly has happened to an invoice.

For example, a partially paid invoice may be overdue, and a fully paid invoice may also be credited.