Status:
| Description | |
| Draft | When invoice is generated automatically from Storeganise, its draft status. need to processed manually for the customer to receive the invoice or be charged |
| Sent | invoices have emailed to customer and are not yet marked as paid in the system |
| Pending | invoices that have been charged but are pending a response from the payment gateway to confirm whether the charge has been successful or not (this primarily applies to direct debit transactions) ex: payment method is bank deduction |
| Failed | invoices have had the whole payment amount settled resulting in a balance of 0. |
| Paid | Paid invoice by customer |
| Deleted | Deleted invoice |
Grouping:
| Active | Active is not invoice status but it’s a grouping of unpaid invoice status. All active invoices of draft, failed and sent status that customer needs to complete payment |
Flag:
| Overdue | System will automatically mark invoices as Overdue flag if invoices are not paid by customer till the invoice payment due date. The due date can be set up in Storeganise and overdue days can also be set up in Storeganise(configurable). The number of days is tracked from the date when the invoice is first sent to the customer. If invoice has overdue, the invoice status will be Sent or Failed. |
Example of overdue status:
- Invoice creation date is 9th of every month, and overdue days age(days) is 1
- On 10th of every month, if invoice is sent or failed status, system will mark the invoice as “Overdue” status
- Invoice status will “Sent and Overdue” or “Failed and Overdue”.
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