Invoice Statuses

Invoices move through these statuses:

  • Draft - Being prepared, not yet sent
  • Sent - Sent to the customer
  • Viewed - Opened by the customer
  • Partially Paid - Some, but not all, of the balance is paid
  • Paid - Paid in full
  • Overdue - Past its due date and not fully paid
  • Void - Cancelled
  • Refunded - Refunded to the customer

Deposits and Part-Payments

An invoice can be part-paid, with the outstanding balance tracked automatically until it is settled.

Deposit Invoices from Quotes

When a customer accepts a quote that requires a deposit, Pipeline can create a deposit invoice automatically, link it back to the quote, and email it to the customer if they have an email address. You receive a notification confirming whether the invoice was created and sent.

Linking Back to a Quote

An invoice created from a quote links back to that quote, so you can move between them easily.