Once an invoice is created, it must be sent to the client and tracked through its billing lifecycle. Projek provides structured status management to monitor invoice progress from draft to payment completion.
Managing invoice status ensures that billing remains organized and transparent. Clear tracking helps identify unpaid invoices, overdue payments, and cancelled transactions.
By monitoring invoice stages, organizations can maintain accurate financial records and improve cash flow visibility.
Step 1: Open the Draft Invoice
Navigate to Invoices.
Select the invoice with Draft status.
Step 2: Review Invoice Details
Before sending, verify:
Client information
Invoice items and totals
Due date
Tax and discount calculations
Ensuring accuracy reduces billing disputes.
Step 3: Send the Invoice
Click “Send Invoice.”
The system will:
Update the status to Sent
Notify the client (if email integration is enabled)
Record the action in the invoice history
Once sent, the invoice becomes active for payment tracking.
Invoices move through defined stages:
Draft: Created but not yet sent.
Sent: Delivered to the client.
Paid: Payment has been recorded.
Overdue: Due date has passed without payment.
Cancelled: Invoice has been voided or withdrawn.
Statuses provide visibility into billing progress.
Editing
Draft invoices can be edited freely.
Sent invoices may have editing restrictions depending on system settings.
Cancelling
Authorized users (Owner or Manager) can cancel invoices if:
Created in error
No longer valid
Replaced with a revised version
Cancelled invoices remain in records for audit purposes.
The system tracks:
When the invoice was created
When it was sent
Status changes
Payment updates
User actions
This creates a transparent audit trail.
The system tracks:
When the invoice was created
When it was sent
Status changes
Payment updates
User actions
This creates a transparent audit trail.
Managing invoice status ensures organized billing, accurate tracking, and improved financial control within Projek.