Invoices play a crucial role in ensuring payments are received and maintaining accurate financial records. Each invoice status provides specific information about the stage of the invoice in the billing process.
Your app differentiates the following invoice statuses:
Paid
Unpaid
Pending
Active
Draft
Voided
Invoice Statuses
Status | Description |
Paid | The invoice has been paid. The invoice can be paid online by the customer or marked as paid by the administrator. |
Unpaid | The invoice has been issued but hasn't been paid yet. As soon as the user pays this invoice, it will be marked as paid. Administrators can void unpaid invoices if they were issued by mistake or are no longer needed.
|
Pending | The invoice payment is still processing. Depending on this outcome, the invoice's status will be modified from "Pending" to either "Paid" or "Unpaid" within the next 15 minutes. |
Active | The upcoming invoice for the next subscription period. Administrators can edit active invoices. |
Draft | |
Voided | The administrator voided the invoice. |
How to find the invoice
For administrators
Administrators can find the user or company invoice by following the next steps:
Go to Locations > Community > pick the desired company or user.
Open the Billing page> Invoices > locate the necessary invoice.
Also, you can filter unpaid invoices on the Community page by clicking on the "Invoices" column header, and all customers with due invoices will appear at the top of the list.
For users
Individual users or company managers can find their invoices by going to Locations > Membership > Billing > Invoices page.
It's essential for both administrators and users to understand invoice statuses in order to effectively manage their billing processes. Each status offers specific information about the invoice stage, which helps all parties stay informed about payment statuses and know what actions are necessary.