Invoice Statuses

Status Overview

PineBill uses five distinct status codes to track invoice lifecycle:

Status	Purpose	When to Use	Automatic Behavior
⚪ DRAFT	Invoice is being prepared	Creating new invoice Making edits before sending Incomplete invoice data	None
🔵 SENT	Invoice sent, awaiting payment	Invoice delivered to customer Payment expected Within due date	None
🟢 PAID	Payment received and confirmed	Customer payment received in full Transaction verified	Sets `paidDate` to current timestamp Clears `paidDate` when changed from PAID
🔴 OVERDUE	Payment past due date	Due date has passed Customer payment is late	Manual update required No automatic SENT → OVERDUE transition
🟠 CANCELLED	Invoice voided	Issued in error Customer order cancelled Superseded by corrected version	None

Common status workflows:

Standard flow:

DRAFT → SENT → PAID

Late payment flow:

DRAFT → SENT → OVERDUE → PAID

Cancelled flow:

DRAFT → CANCELLED
SENT → CANCELLED

Manual changes required:

Automatic behavior:

You can change the status of a single invoice in two ways:

From the invoice list: Click on the status badge to open the status selector
From invoice details: Click the status badge in the invoice details page

Update multiple invoices at once:

Bulk status change is useful for marking multiple invoices as paid after receiving a batch payment, or updating sent invoices to overdue status.

Outstanding balance includes:

Dashboard metrics show: