Invoice Statuses
What each invoice status means and how invoices move between statuses.
Overview
Every invoice in Tetri Copilot has a status that tells you where it is in its lifecycle. Understanding statuses helps you track what needs action and what is complete.
Invoice Status Definitions
| Field | Required | Description |
|---|---|---|
Draft | — | Created but not finalized. This is the only status where you can edit line items or delete the invoice. |
Issued | — | The invoice has been finalized (its number is locked) and is ready to send. No longer editable. |
Sent | — | The invoice has been emailed to the customer and is awaiting payment. |
Partially Paid | — | One or more payments have been recorded but do not yet cover the full amount. |
Paid | — | Fully paid. This is a final status — no further changes. |
Overdue | — | The due date has passed without full payment. You can still record payments or void it. |
Cancelled | — | Cancelled before payment. A final status, kept for your records. |
Void | — | Voided after issuing (e.g. issued in error). Kept for audit but excluded from financial totals. |
How Statuses Change
The normal path is Draft → Issued → Sent → Paid. You issue a draft to finalize it, then send it to the customer by email. Recording a payment moves an invoice to Partially Paid or Paid depending on the amount. If the due date passes without full payment it becomes Overdue. A draft can be Cancelled; an issued/sent invoice can be Voided. Paid, Cancelled, and Void are final.
Note
Only Draft invoices can be edited or deleted. Once issued, an invoice is locked — correct mistakes by voiding it and creating a new one. This keeps your invoice numbering and audit trail intact.
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