Table of Contents
Status Tracking #
Monitor invoice lifecycle:
Status Progression
- Draft: Just generated, not sent
- Sent: Emailed to customer
- Viewed: Customer opened email
- Partial: Partial payment received
- Paid: Full payment received
- Overdue: Past due date
Payment Integration #
When payments received:
- Update invoice status
- Record payment method
- Apply to customer account
- Generate receipt
- Update reports
