Statuses at a glance

Draft is not yet sent. Sent is awaiting payment. Partially paid has a remaining balance. Paid has no balance due. Overdue passed its due date with a balance. Void is retained but no longer collectible.

Open an older document

Paid and older invoices remain viewable. Open Invoices, choose Preview, and review the document, payments, balance, customer, and job connection.

Correct a payment

Use Record payment only for money already received outside the online checkout. Refunds and corrections should use their dedicated actions so the activity and balance remain auditable.