Thanks for joining the Community, megawalls.
Once you've sent an e-invoice to a customer, it will remain in an Open (Sent) status until they access and view their document. After they've reviewed it, its status will change to Open (Viewed).
There's a few other statuses you'll want to be aware of:
- Open - You haven't emailed it yet.
- Overdue - It's past due and hasn't been paid yet.
- Overdue (Viewed) - They've reviewed it, but didn't pay their past due amount.
- Paid - They paid it.
You can review an invoice's status anytime.
Here's how:
- In your left navigation bar, go to Sales.
- Access the All sales or Invoices tab.
- Check your Status column to see where each transaction's at.
I've additionally included a detailed resource about working with e-invoices that may come in handy moving forward: Create & manage invoices
If there's any questions, I'm just a post away. Have a lovely day!
