Stay on top of what is owed and what is paid.

Statuses

• draft: not sent; can be edited freely.
• sent: delivered but unpaid.
• partially_paid: some payment recorded; balance remains.
• paid: full amount received.
• overdue: due date passed with unpaid balance.
• cancelled: closed and excluded from payment collection.

Recording payments

1. Open an invoice detail page and choose Add Payment.
2. Enter amount, date, method, and reference/notes.
3. Save to update balance; statuses move automatically (sent ? partially_paid ? paid).
4. Edit or delete a payment if you made a mistake; status recalculates after changes.

Due dates and reminders

• Due date controls when an invoice becomes overdue if unpaid.
• Update the due date to reset the overdue timer when renegotiated.

Tips

• Keep payment methods consistent (bank transfer, cash, card) to simplify reconciliation.
• If an invoice should not accept payments, set status to cancelled.