From draft to paid, follow the journey
Every invoice in Officaid has a status that reflects where it is in the payment cycle. This helps you quickly identify which invoices need attention.
Before You Begin
Make sure you have at least one invoice created in your account.
Status Types
- Draft — The invoice is saved but hasn't been sent yet
- Due — Waiting for payment (shows how many days until the due date)
- Overdue — Payment is late (shows how many days past the due date)
- Partial Payment — The client has paid some but not all of the invoice
- Paid — The invoice has been fully paid
Converting a Draft to an Invoice
Draft invoices are not sent to your client and are marked as "Draft Invoice" on the document. To finalize a draft:
- 1 Open the draft invoice you want to finalize.
- 2 Click the Approve Draft button.
Once approved, the document title changes to Tax Invoice (if tax is applied) or Invoice (if no tax is applied), and the status changes to Due.
Filtering by Status
To see only invoices of a certain status, go to Finance → Income → Invoices and click All, Draft, Overdue, Due, or Paid.
Frequently Asked Questions
No. The status updates automatically when you approve a draft, record a payment, or when the due date passes.
Open the invoice and look at the Invoice Activity section. It shows each payment received.
If you apply tax to any line item, the document is titled Tax Invoice. If no tax is applied, it's simply titled Invoice.
What's Next?
- Recording Payments — Mark invoices as paid
- Sending Invoice Reminders — Follow up on overdue invoices
- Filtering and Searching Invoices — Find specific invoices quickly