Steps to change an invoice status
Navigate to an invoice
You can access invoices from:
The Invoices page
A Customer profile page
Select the payment status dropdown
Click on the Payment status field to view available options.
Available invoice status changes
Open - The invoice is issued and still fully unpaid.
Partially Paid - A partial payment has been made, but a balance remains.
Dispute -The customer is contesting the invoice or its amount.
Instalments -The invoice is being paid over multiple scheduled payments.
Closed - Manually marked as inactive or resolved without payment, cannot be changed manually.
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