Understanding invoice statuses

Invoice statuses explained

Draft

The invoice has been created but not sent yet.

• Only visible to you
• Can be edited freely
• Not accessible to the client

👉 Use drafts while preparing or reviewing an invoice before sending.

Sent

The invoice has been sent to the client.

• The client has access to the invoice
• A public link is generated
• The invoice is now awaiting action

👉 This means the invoice is officially delivered.

Viewed

The client has opened the invoice.

• Indicates the client has seen it
• Helps confirm delivery
• Does not mean it has been paid

👉 Useful for knowing if a follow-up is needed.

Paid

The invoice has been marked as paid.

• Payment has been received
• The invoice is considered complete

👉 You can mark invoices as paid manually (or automatically if payments are integrated in the future).

Overdue (if applicable)

The invoice is past its due date and has not been paid.

• Helps identify late payments
• Signals that follow-up may be required

👉 Overdue status is based on the due date you set when creating the invoice.

How statuses change

Invoice statuses update automatically based on actions:

• Creating an invoice → Draft
• Sending an invoice → Sent
• Client opens invoice → Viewed
• Payment received → Paid
• Past due date → Overdue

Why invoice statuses matter

Tracking statuses helps you:

• Know which invoices need follow-up
• Monitor client engagement
• Stay organized with your finances
• Avoid missed or late payments

Common questions

Why is my invoice still “Sent”?

This means the client hasn’t opened it yet.

You may want to resend it or follow up.

Why is my invoice “Viewed” but not paid?

The client has seen the invoice but hasn’t paid yet.

This is normal — you may need to follow up.

Can I change the status manually?

Yes — you can mark an invoice as Paid once you receive payment.

What’s next?

• 👉 Learn how to send an invoice
• 👉 Learn how to track payments
• 👉 Learn how public invoice links work