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Invoice States

An invoice starts in the draft state and moves through several different states in its life cycle.

Invoice States and Descriptions🔗

Given below is an illustration of the life cycle of an invoice.

Invoice States

The table below lists the various states of an invoice and gives a brief description of each state:

Status

Description

draft

Indicates that the invoice has been created and saved. An invoice in this state is not issued and can be edited later.
Customer and item fields are required to save an invoice. A saved invoice can be deleted. You cannot view a deleted draft invoice. Know more about creating an invoice.

issued

Indicates that an invoice has been finalized and issued to the customer. An issued invoice cannot be deleted, but can be cancelled.
You can edit the following information even after sending it to the customer:
- Invoice #
- Expiry Date
- Customer Notes
- Terms and Conditions
- Enable or disable partial payment. Know more about issuing an Invoice.

partially paid

Indicates that the customer has made a partial payment against an invoice. After a payment has been made, you can neither delete nor cancel the invoice. You can only view the invoice and add internal notes to it.

paid

Indicates that the customer has fully paid the invoice amount. Paid is the final state of an invoice. A paid invoice can only be viewed. You can neither delete nor cancel it.

expired

Indicates that an invoice has expired. Once expired, the customer cannot make any payments against the invoice, and you cannot cancel or delete the invoice. You can view an expired invoice.

cancelled

Indicates that you have cancelled the invoice. Though you can view the cancelled invoice, the customer cannot view the invoice or make payments against the invoice. You can only cancel an unpaid issued invoice. Know more about cancelling an invoice.

deleted

This state indicates that the invoice has been deleted. You can only delete an invoice in the draft state and not in any other state. Know more about deleting an invoice.

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