Statuses
Draft: not issued. No number, can be edited or deleted.
Unpaid: issued, nothing paid, not yet due.
Part paid: some money received or part credited.
Overdue: past the due date and money still owed. The due date shows in red.
Paid: nothing outstanding.
Credited: a credit note covers the full total.
Issued: shown on credit notes.
Works together with
- InvoicesCreate invoices from finished jobs or from scratch, issue them with your numbering, send the PDF or send them to Xero, record payments and correct mistakes with credit notes.
- Record a paymentRecord money received against an issued invoice: amount, date, method and reference. Part payments are fine.
- Credit an invoice (credit note)Correct an issued invoice by crediting it in full. Its jobs and parts become billable again so you can invoice them correctly.