How do I update an invoice status?

Invoice statuses are updated automatically when a client pays through the payment link. However, if a client pays outside of NextPay (e.g., via direct bank transfer or cash), you can manually update the status:

1. Go to Invoices and find the invoice.
2. Click the invoice to open it.
3. Click Mark as Paid and enter the payment date and method.
4. Click Confirm.

Available invoice statuses:

• Draft — Not yet sent to the client
• Sent — Emailed to the client, awaiting payment
• Viewed — The client has opened the invoice
• Paid — Payment received (automatically or manually marked)
• Overdue — Payment due date has passed without payment
• Void — Invoice cancelled and no longer valid

You can also void an invoice if it was created in error. Voided invoices remain in your records for audit purposes but are excluded from financial reports.