Starting October 2023, new invoice statuses were introduced to provide more clarity into the current or final state of the invoice, including credit notes.
Scenario |
Old Status |
New Status |
|
| Invoices | When first generated |
"Created" |
"Open" |
When past due |
"Past Due" |
"Past Due" |
|
When partially paid (and not yet past due) |
"Created" |
"Open" |
|
When paid in full |
"Paid" |
"Paid" |
|
When paid to client direct & accepted by client |
"Paid" |
"Paid Direct" |
|
When partly paid & partly written off |
"Paid" |
"Partially Adjusted" |
|
When fully written off |
"Paid" |
"Adjusted" |
|
When credit note for part, other part paid. Original invoice status will be: |
"Paid" |
"Paid" |
|
When credit note closes invoice in full. Original invoice status will be: |
"Paid" |
"Reversed" <= by chargeback |
|
| Credit Notes | When a credit note is first generated | “Created” | “Open” |
When a credit note is exhausted |
"Paid" |
"Credited" |