Deprixa Plus — Invoicing · Invoice Lifecycle
Every invoice passes through a defined set of statuses. Understanding this lifecycle is essential for managing cash flow and client communications:
| Status | Color | Description | Next Steps |
|---|---|---|---|
| Draft | Grey | Being prepared. Not yet sent to client. Can be freely edited. | Issue or discard |
| Issued | Blue | Finalized and assigned an invoice number. Not yet sent. | Send to client |
| Sent | Teal | PDF emailed to client. Awaiting payment. | Await payment or follow up |
| Partially Paid | Yellow | Client has made one or more partial payments. Balance remains. | Record additional payments |
| Paid | Green | Full amount received. Invoice closed. | Posts to AR in Accounting |
| Overdue | Red | Due date has passed with outstanding balance. Auto-set by system. | Send reminder or escalate |
| Cancelled | Dark Grey | Invoice voided. A credit note is issued if it had been sent to the client. | Issue credit note if needed |
Important: Once an invoice is in "Issued" status or later, its line items and amounts cannot be changed. To correct an issued invoice, cancel it and create a new one, or issue a credit note for the difference.