InvoiceOnline.com offers the option to mark invoice statuses. The following article will show you all the benefits of this feature, which allows you to mark and track the status of invoices from payment to overdue.
You can find this feature in the Documents section, where the status of each invoice is clearly displayed - Paid, Unpaid, Overdue or Draft.
This feature is available for users on the PREMIUM plan. It is automatically activated for new registrations.
How to enable the invoice status feature
If you have been a user of InvoiceOnline.com for a while, you can enable the Invoice Statuses feature manually by following these instructions:
Go to the My Account section and open the Account Settings tab, where you will find the option to enable the invoice status. Confirm the change by clicking the Save button.
What do the different statuses mean?
In the Documents section, you will find 4 variations of invoice statuses:
📝 Draft: This option will appear in the Status column if you create an invoice but only save it to your InvoiceOnline.com account without emailing or downloading it to your computer.
❌ Unpaid: The invoice has been sent or downloaded, but it is not yet marked as paid. Until the due date has passed or you mark the invoice as paid, the status of the invoice will remain "unpaid".
⚠️ Overdue: This status will appear once the due date of the invoice has passed.
✅ Paid: For an already paid invoice, simply check the box that it has been paid.
If the invoice due date has passed, you can click the email icon next to the invoice to send a reminder to the customer. If the invoice has already been paid, you can easily send a thank-you message in the same way.
For more information on sending reminders and thank-you messages using pre-set templates, check out this article.
If you have any questions, feel free to contact us at [email protected]. We are here for you! ✨
