Understanding Invoice Statuses
What Draft, Sent, Viewed, Paid, Overdue, and Void mean — and which invoice actions apply at each stage.
2 min read
Every invoice has a status that shows whether it is still a draft, out with the customer, paid, overdue, or void.
Invoice statuses
| Status | What it means |
|---|---|
| Draft | You are still building it. Not sent yet. |
| Sent | You sent the invoice. Waiting for payment or a view. |
| Viewed | The customer opened the public invoice link. |
| Paid | Payment received (Stripe Checkout or Record payment). |
| Overdue | The due date passed without payment while the invoice was still open. |
| Void | You cancelled it. Checkout is disabled. |
How status moves
- Create or edit a Draft, then Send and confirm Send invoice? — status becomes Sent.
- When the customer opens the link, status becomes Viewed.
- Online card pay or Record payment → Mark Paid moves it to Paid.
- If the due date passes unpaid, QuoteBolt marks it Overdue.
- Menu Void invoice sets Void (not allowed once paid).
New invoices get a due date from Settings → Invoices (Default due days, default 30). Changing that setting does not rewrite existing invoices.
What you can do
- Draft — edit, Send, PDF, void, delete
- Sent / Viewed / Overdue — Record payment, PDF, void, delete; Edit details while sent (and draft)
- Paid / Void — view and PDF (no void on paid; void already terminal)
There is no Resend primary action on invoices. Customer-facing badges may show Pending while your list still says Sent or Viewed.
What happens next
Good to know
- Default due days live under Settings → Invoices, not Quotes.
- Voiding cancels the invoice and disables its checkout link.
- Partial amounts paid show on the public page as amount paid and balance due when applicable.