Understanding Invoice Statuses

Learn about the different invoice statuses in Billo Invoicing and how they help you track payments and manage your invoicing workflow.

Invoice Status Types

Draft

  • Invoice created but not sent
  • Can be edited freely
  • Client cannot see it
  • Use for work-in-progress invoices

Sent

  • Invoice emailed to client
  • Client can view via link
  • Awaiting payment or response

Viewed

  • Client has opened the invoice
  • Tracked via unique view token
  • Shows engagement
  • Still awaiting payment
  • Payment received
  • Updated manually or via Stripe
  • Invoice is complete
  • Can generate receipt

Overdue

  • Past the due date
  • Payment not received
  • Automatic reminders sent
  • Requires follow-up

Status Changes

Automatic Updates

  • Sent: When email is sent
  • Viewed: When client opens link
  • Paid: Via Stripe payment webhook
  • Overdue: After due date passes

Manual Updates

  • Mark as paid manually
  • Change status for corrections
  • Reopen if needed

Filtering by Status

Use status filters to:

  • Find all overdue invoices
  • See which invoices need attention
  • Track payment progress
  • Generate status reports

Status Indicators

Visual indicators show:

  • Green: Paid
  • Yellow: Pending/Sent
  • Red: Overdue
  • Gray: Draft

Best Practices

  • Review draft invoices before sending
  • Follow up on viewed but unpaid invoices
  • Address overdue invoices promptly
  • Mark paid invoices accurately
  • Use status filters for organisation

Understanding statuses helps you manage your cash flow effectively!