Every invoice has a status that tells you where it is in the get-paid lifecycle.
The statuses
| Status | Meaning | Your next action |
|---|---|---|
| Draft | Being built. Not sent. | Review line items, then Send. |
| Sent | Emailed/SMSed to the customer. | Watch for the Viewed event. |
| Viewed | Customer opened the link. | If 48h pass with no payment, nudge. |
| Partial | At least one payment landed; balance still > 0. | Send a follow-up for the remaining balance. |
| Paid | Total balance is 0. | Done. The job often closes from here. |
| Overdue | Past the due date, balance > 0. | Automated reminders fire daily; consider a manual call after 14 days. |
| Void | Invoice was canceled; no money owed; record preserved. | Re-issue a corrected invoice if needed. |
What triggers each transition
| From | To | Trigger |
|---|---|---|
| Draft | Sent | You click Send |
| Sent | Viewed | Customer opens the link |
| Sent / Viewed | Partial | Customer pays less than the full amount |
| (any unpaid) | Paid | Payments add up to the total |
| Sent / Viewed | Overdue | Due date passes with balance > 0 |
| (any) | Void | You void the invoice (admin only) |
About refunds
Important
Refunds aren't built into Run a Call today. If you refund a payment in the Stripe Dashboard, the invoice stays at Paid automatically — leave an internal note recording the refund so your AR reporting matches reality.
Filtering by status
The Invoices page filters by status. Common saved views:
- Sent + Viewed + Overdue — what's outstanding.
- Overdue only — the AR cleanup list.
- Partial — needs a follow-up to collect the rest.
- Void — for accounting reconciliation.
Void vs Delete
- Void keeps the invoice in the history with a $0 balance. Use for sent invoices that need to be killed.
- Delete removes the invoice entirely. Only available on drafts.