Invoices
An invoice is the money side of an order. It tracks what the customer owes, what they’ve paid, and where the order stands in your pipeline. Its twin is the job, which tracks the work itself.
Where invoices come from
You rarely create an invoice by hand. They’re generated for you:
- From an approved quote. When a customer approves a quote, the invoice is created automatically with every line item and fee copied over.
- From a storefront order. Each paid storefront order becomes an invoice marked paid.
Payment status
Every invoice carries a payment status that updates as money comes in:
| Status | Meaning |
|---|---|
| Unpaid | Billed, nothing collected yet. |
| Partial | A deposit or part payment is in. |
| Paid | Settled in full. |
| Overdue | Past its due date and still owed. |
How you actually collect that money is covered in Payments.
An invoice’s status (its place in your pipeline) is separate from its payment status (how much is paid). You shape the pipeline yourself, see Invoice statuses.