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Updating invoice status helps you track payment progress and manage your accounts receivable. Here's how:

Accessing Status Update

Open the invoice you want to update, then use the status dropdown or status update options on the invoice details page.

Available Statuses

You can set invoices to various statuses:

• Draft: Invoice is being prepared and not yet sent
• Sent: Invoice has been shared with the client
• Viewed: Client has viewed the invoice in the portal
• Paid: Invoice has been fully paid
• Partially Paid: Some payment has been received
• Overdue: Past the due date and not paid
• Cancelled: Invoice has been cancelled

Marking as Paid

When marking an invoice as paid:

1. Open the invoice
2. Change status to "Paid"
3. If the invoice has linked milestones, you'll see a payment distribution dialog
4. Allocate payment amounts across milestones (if multiple)
5. The system updates milestone payment status automatically

Payment Distribution

For invoices with multiple milestones:

• You can manually distribute the payment amount
• The system calculates discounts based on allocation
• Milestones are updated with payment and discount information
• Each milestone's paid status is updated accordingly

Unmarking as Paid

If you need to change an invoice from "Paid" back to another status:

• Linked milestones will have their payment and discount reset to zero
• The invoice amount_paid will be cleared
• You can then update the status again when payment is actually received

Client-Marked Paid

Clients can also mark invoices as paid through the Client Portal. When they do:

• The status changes to "Client Marked Paid"
• You can review and confirm the payment
• Update to "Paid" status when payment is verified