MyInvoiceOnline.co.uk provides the option to mark invoice statuses. This article will show you all the benefits of this feature, which allows you to mark and track the status of invoices from payment to overdue.
You can find this feature in the Issued invoices section, where the status of each invoice is clearly displayed - Paid, Unpaid, Overdue or Draft.
This feature is part of the PREMIUM plan and is automatically enabled for new users.
How to activate the invoice status feature
For long-time users of MyInvoiceOnline.co.uk, the option to enable invoice statuses manually can be found by following these steps:
Go to the My Account section and click on the Account Settings tab, where you will find the option to enable the invoice status. Confirm the change by clicking the Save button.
Understanding the different invoice statuses
In the Issued invoices section, you'll notice 4 invoice status options:
📝 Draft: This status appears when an invoice is created and saved in your account but not emailed or downloaded yet.
❌ Unpaid: The invoice has been sent or downloaded, but the payment hasn't been marked as received. The status will remain as "unpaid" until the due date passes or the payment is confirmed.
⚠️ Overdue: This status will appear once the due date for the invoice has passed.
✅ Paid: To mark an invoice as paid, simply check the box indicating payment.
If the invoice is overdue, you can send a reminder email by clicking the email icon next to the invoice. Similarly, if the invoice is already paid, you can send a thank-you message with ease.
For more information on how to send reminders and thank-you messages using pre-set templates, refer to this guide.
If you have any further questions, don’t hesitate to reach out to us at [email protected]. We’re happy to assist you! ✨
