How do I View Invoices by Status?

Updated on December 12, 2018 12:36AM by Admin

The Status of the Invoice gives us information about the position of that Invoice. Using this information one can easily find and categorize the invoices based on their status.

The possible statuses of the invoice are as follows:

  • All - Contains the Invoices from different statuses such as Drafts, Sent, Viewed, Paid, Partially Paid, Void and Archived Invoices into it.
  • Drafts - The Invoices which are just created and saved, waiting to be emailed to the customer.
  • Sent - The Invoices which are sent to customers will be grouped under this status.
  • Viewed - Contains the Invoices which are viewed by customers.
  • Paid - The Invoices that are paid by the customers will be displayed.
  • Partially paid - The Invoices that are partially paid by the customers will be reflected.
  • Void - Displays the Invoices which are voided.
  • Archived - Displays the Invoices which are archived.

For instance: Consider a Sales Manager (Katie Dustin), who wants to view only the archived invoices. In that case, she can view them from the left navigation panel, in just a single click.

Steps to View Invoices By Status

  1. Go to the Invoices App.
  2. Click on “By Status” from the left navigation panel. The menu will expand to show all the statuses.
  3. Here, click on the “Archived” status.
    Sort the Invoice by status
  4. You can now view those invoices that are archived, from where the required action can be done accordingly.
    Archived Invoice by status

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