Learn how to manage invoices on Yorlet.
An invoice is created
draft
.Invoice finalised
open
. You can no longer edit the invoice.Payment attempted
paid
.pending
and pending_transaction=true
.open
.The customer does not pay the invoice
past due
.Other invoices statuses
uncollectible
or void
.Status | Description |
---|---|
draft | The invoice is being created and is not yet finalised. |
open | The invoice is finalised and is ready to be paid. |
paid | The invoice has been paid. |
uncollectible | The invoice is uncollectible. |
void | The invoice is void. |
Status | Description |
---|---|
pending | The invoice is waiting for the payment to be processed. |
past due | The invoice is overdue. |
status=open
on the invoice. After an invoice is finalised it can no longer be edited or deleted. Subscriptions automatically create invoices when they are due, and automatically finalise approximately 1-2 hours later.
paid
status. If an invoice’s collection method is set to charge automatically a payment will be automatically attempted.
If the invoice was paid outside Yorlet you can mark the invoice as paid by changing the invoice’s status, you can also add some context like a bank transfer reference.
pending_payment=true
or pending
in the Dashboard, and you will have to wait for the outcome of the charge.
uncollectible
or void
from the Dashboard.
To change the status of an invoice, follow these steps:
uncollectible
. This allows you to track all amounts owed as part of your bad debt process.
open
or uncollectible
.
paid
.