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Invoice & PaymentOverview

Invoice & Payment

Invoice Lifecycle

  1. Generated — invoice is created (status: pending)
  2. Reminded — WA due reminder sent (if configured)
  3. Paid — client pays via payment gateway or marked manually
  4. Overdue — past due date, client may be isolated

Invoice Statuses

StatusMeaning
PendingInvoice created, not yet paid
PaidPayment received
OverduePast due date, unpaid

Automatic Scheduling

JobTimeDescription
Invoice Generation00:00 dailyCreates invoices for due clients
Due Reminder08:00 dailySends WA reminder N days before due date
Auto Isolir23:59 dailyBlocks overdue clients

Filtering Invoices

The invoice list can be filtered by a date range with the same quick presets as the payment list (this month, last month, last 2/3/6 months, this year, last year).