> For the complete documentation index, see [llms.txt](https://docs.bluepro.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bluepro.ai/plans-billing/managing-your-invoices.md). # Managing Your Invoices Once you've sent an invoice, the **Invoices** page is your command center: see what's paid, what's outstanding, and take action on any invoice. This guide covers finding invoices, reading their status, and the things you can do to one. (To *create* an invoice, see *Invoicing Essentials*.) **Who this is for:** Office staff and anyone tracking the money on the web. ### The Invoices Page Open **Invoices** to see your full list. From here you can: * **Filter** by status and by time period (with a custom date range) * **Search** by invoice number or customer name * **Export** the filtered list to CSV * Jump to **Templates**, **Settings**, or **New Invoice**

### Invoice Statuses An invoice moves through statuses as it's sent and paid. You'll see:

Status	What it means
Draft	Created but not sent.
Not Sent Yet	Finalized but not yet delivered to the customer.
Unpaid (Sent)	Delivered, awaiting payment.
Payment Processing	A payment is clearing.
Deposit Paid	A deposit was collected; balance remains.
Installment Plan	On a scheduled payment plan.
Partially Paid	Some, but not all, has been paid.
Paid	Paid in full.
Overdue	Past the due date and unpaid.
Void	Cancelled; no longer collectable.
Partially Refunded / Refunded	Money returned, in part or full.

### Acting on an Invoice Open any invoice to see its detail panel — customer, service address, **total / paid / balance** with a progress bar, payment structure, tax breakdown, and payment history. Depending on the invoice's status, you can: * **Edit** — change line items, amounts, terms (available on Draft, Sent, or Overdue) * **Resend** — re-deliver to the original recipients (messages refresh) * **Record Payment** — log a card or manual payment (see *Invoicing Essentials*) * **Request Payment** — generate a fresh payment link for a remaining balance (deposit/partial/installment) * **Refund** or **Void** — see *Refunds & Voiding an Invoice* * **Archive** — hide a finished invoice from the default list > 💡 **Tip — Editing is for invoices not yet paid.** Once payments are on an invoice, use **Refund** or **Void** rather than editing it, so the money stays accurate. ### The Activity Log Every invoice keeps a timeline — created, sent, **opened/viewed**, payments, resends, edits, refunds, and voids — so you always know what's happened and when.

### FAQ * **How do I see only unpaid invoices?** Use the status filter (Unpaid / Overdue / Partially Paid). * **Can I edit a sent invoice?** Yes, while it's Sent or Overdue. Once it's paid, refund or void instead. * **A customer needs the invoice again — what do I do?** Open it and **Resend**. * **Can I collect the rest of a deposit balance?** Use **Request Payment** to send a fresh link. * **Can I export my invoices?** Yes — the filtered list exports to CSV. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.bluepro.ai/plans-billing/managing-your-invoices.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.