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How to change the status of an invoice

Learn how to change invoice statuses in Kolleno and understand the rules that apply.

Kolleno Support avatar
Written by Kolleno Support
Updated over a month ago

Steps to change an invoice status

  1. Navigate to an invoice

    • You can access invoices from:

      • The Invoices page

      • A Customer profile page

  2. Select the payment status dropdown

    • Click on the Payment status field to view available options.

Available invoice status changes

  1. Open - The invoice is issued and still fully unpaid.

  2. Partially Paid - A partial payment has been made, but a balance remains.

  3. Dispute -The customer is contesting the invoice or its amount.

  4. Instalments -The invoice is being paid over multiple scheduled payments.

  5. Closed - Manually marked as inactive or resolved without payment, cannot be changed manually.

  6. Paid - The invoice has been fully paid status cannot be changed manually.

Special rule: Closing invoices

If your company has the feature has_feature_mark_invoices_as_closed enabled, invoices can be marked as Closed at any time, regardless of current status.

The only exceptions are:

  • Invoices already marked as Paid

  • Invoices already marked as Closed

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