Invoicing, Payments, Progress Claims and Accounting Sync
Update invoice status
Change invoice status from the invoice update screen or project invoice actions while preserving payment reconciliation.
Invoicing, Payments, Progress Claims and Accounting Sync
Update invoice status
Update invoice status when an invoice has moved from draft to sent, has been paid, or needs to be closed as void or cancelled.
Status options and meaning
- Draft
- The invoice is still being prepared.
- Sent
- The invoice has been issued to the customer.
- Paid
- The invoice has been received and should reconcile with project payments.
- Void
- The invoice has been closed as void.
- Cancelled
- The invoice has been cancelled and removed from active collection.
Changing the status
- Open the invoice update screen or the project invoice action menu.
- Review the invoice amount, paid amount and balance.
- Select the status that matches the real invoice outcome.
- Save the change.
- Check the project financials and invoicing list after the update.
Reconciliation after closing
Paid status can update paid amounts and project totals. Void or cancelled status closes reminder tracking and can release related payment schedule or variation links so the project ledger stays clear.
Status review checks
Use paid only when the received amount is supported by your payment records. Use void or cancelled when the invoice should no longer be collected.