Managing Invoices
Learn how to track, edit, and manage your invoices effectively.
Invoice Status
Each invoice has a status that helps you track its progress:
Invoice is created but not yet sent to the client. You can still edit all details.
Invoice has been sent to the client and is awaiting payment.
Payment has been received. The paid date is recorded.
The due date has passed and payment hasn't been received.
Invoice has been cancelled and is no longer active.
Invoice Actions
Mark as Sent
When you've sent the invoice to your client (via email, PDF, etc.), mark it as "Sent" to update its status. This is available for draft invoices.
Mark as Paid
Once you receive payment, mark the invoice as "Paid". The current date is recorded as the payment date. This is available for sent or overdue invoices.
Edit Invoice
You can edit any invoice at any time. Click the "Edit" button to modify business info, client details, line items, or any other field.
Duplicate Invoice
Create a copy of an existing invoice to save time. This is useful for recurring billing or similar invoices. The duplicate starts as a new draft.
Delete Invoice
Permanently remove an invoice. This cannot be undone. Consider marking as cancelled instead if you need to keep a record.
Finding Invoices
Use the invoice list page to find and filter your invoices:
- Search — Find invoices by invoice number or client name
- Filter by Status — View only draft, sent, paid, overdue, or cancelled invoices
- Sort — Order by date, amount, or status
Invoice Dashboard
The invoice list page shows key statistics at the top:
Total Invoiced
Sum of all invoice amounts
Paid
Total amount received
Outstanding
Amount pending payment
Overdue
Amount past due date
Best Practices
- • Mark invoices as sent immediately after sending to clients
- • Follow up on overdue invoices promptly
- • Use duplicate for recurring invoices to save time
- • Keep your business information up to date