Actions and Statuses

In addition to being Editable, each invoice has a number of available actions, and a status.

Table of Contents

Actions

Action buttons can be found in the right-most column of Invoices.

Action When is it available What it does
Re-send Invoice has been Sent (or is Open/ Overdue) but is not fully paid. Emails the invoice link to the client (if the user has Edit permission over the recipient’s journey).
Revise Invoice is Sent or Approved,, but NO payments have been made. Reverts the invoice to Draft, so its editable again.
View PDF Always available. Opens the print-ready version of the invoice.
Make Payment Invoice has a remaining balance greater than 0 Allows to record cash/check or charge a card manually.
Finalize Invoice total is $0 and status is not Paid. Skips sending; marks as complete immediately.

Statuses

Each invoice has a status representing the current stage in its lifecycle.

Status Description How It Gets Here Client Can See? What's Next
Draft Created but not shared. New invoice created with "Keep as Draft". ❌ No Send to client when ready.
Sent Awaiting client approval. Invoice emailed to client. ✅ Yes Client approves or pays.
Retainer Due Approved, deposit unpaid. Client clicked "Approve" but the required Retainer amount (> $0) is not paid. ✅ Yes Client pays retainer.
Installment Due Mid-schedule payment due. Previous payments made, but the next scheduled installment date has arrived. ✅ Yes Client pays installment.
Open Balance Approved, balance not yet due. Partial payments made, but future payments are not yet overdue. ✅ Yes Wait for next due date.
Overdue Past due balance owed. Final due date has passed with a remaining balance. ✅ Yes Client pays overdue amount.
Paid Fully paid. All payments received. Balance is $0.00. ✅ Yes Archive for records.