Invoicing overview

How invoices are created, numbered, issued and reconciled.

An invoice moves through a small set of states. It is created as a draft, and from there it can be sent, viewed by the customer, partially paid, paid, or fall overdue.

Status	Means
draft	Created, not yet issued
sent	Issued to the customer
viewed	The customer has opened it
partially_paid	Some money received, a balance remains
overdue	Past its due date and still owing
paid	Settled

Invoicing — status badges

DraftCreated, not yet issued. Never chased.

SentIssued to the customer.

ViewedThe customer has opened it.

PartialSome money received, a balance remains.

OverduePast its due date and still owing.

PaidSettled.

VoidCancelled. Drops out of the reminder sequence.

The badges exactly as the invoice list renders them, in the light theme. Two details worth knowing: a part-paid invoice is labelled Partial, not "Partially paid", and Void is struck through. Source: InvoicingModule.tsx (STATUS_LABELS, STATUS_STYLES) and invoicing.module.css.

What "outstanding" means

Outstanding is calculated as the total less what has been paid and less anything credited, and it never goes below zero. Credit notes therefore reduce what a customer owes rather than sitting beside it. Draft invoices are counted separately and are not part of outstanding.

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