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Invoice status

Understand invoice statuses and how they help your team manage billing.

Invoice statuses show where each invoice stands in the billing workflow. They help your team separate drafts, sent invoices, paid invoices, overdue balances, and bad debt.

Open Invoices to filter and manage invoice status.

Common statuses

Fieldified uses these invoice statuses:

  • Draft: The invoice is being prepared.
  • Awaiting payment: The invoice has been sent or is ready for collection.
  • Paid: The invoice balance has been collected.
  • Past due: The due date has passed and a balance remains.
  • Bad debt: The invoice has been marked as uncollectible.

Update an invoice status

Open an invoice and use the actions menu to mark it as sent, paid, bad debt, or draft. Status updates keep the invoice list and receivables reports accurate.

Status and reminders

Due dates and status work together to show when invoices need attention. Use Invoice Receivables Report to review unpaid and overdue invoices.

Still need help?

Contact the Fieldified team for help with your account, setup, or workflow.

Contact Fieldified