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Understanding the invoice status

Invoice Status

Invoice status in Portfoliobox

Draft

When you first create an invoice, it is saved as a draft. At this stage, you can still edit your invoice, add products, edit the date, invoice number, customer's name and email address, add payment instructions, etc.

If you accidentally changed the status of an invoice from Draft to Sent, before it was ready to be sent, you can duplicate it, and then change its status to Cancelled

Sent

To be able to send an invoice to a customer, you first need to change its status to "Sent". At this stage, the invoice cannot be edited. You can only edit the invoice payment status and delivery status. 

Paid

When you receive a payment, change the invoice status to "Paid". That way you can easily notice which invoice still needs to be paid in your invoice list.

Refunded

If you refund a payment, change the invoice status to "Refunded". 

Cancelled

If an invoice is cancelled, change its status to "Cancelled".

Edit the status of an invoice

To edit the status of an invoice:

  1. Click Your Libraries.
  2. Choose Invoices.
  3. Hover over the invoice you wish to edit and click Edit.
  4. In the status dropdown, select a new status for your invoice.

Invoice status in Portfoliobox

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