Invoice statuses and marking an invoice paid

Statuses

• Draft — saved but not sent yet.
• Sent — emailed to your client and waiting for payment. Sent invoices make up Outstanding on the dashboard.
• Paid — you've marked it paid.
• Void — cancelled, usually because it was revised.

On Invoices, use the tabs All, Draft, Sent, Paid, and Void to filter.

Mark an invoice paid

1. Open the invoice from Invoices.
2. Tap Mark as Paid.

The status changes to Paid, the paid date is recorded (shown next to the created date), and it drops out of Outstanding.

CrewRoo doesn't collect payments or see your bank account, so it can't mark invoices paid on its own — you mark them when the money arrives.

There's no button to mark a paid invoice unpaid. If you marked the wrong one, tap Resend to send it again (which sets it back to Sent and clears the paid date), or Revise it.

What you can do in each status

• Draft: Send Invoice, Download PDF, Delete.
• Sent: Mark as Paid, Resend, Download PDF, Revise, Delete.
• Paid: Resend, Download PDF, Revise, Delete.
• Void: Regenerate Invoice.

A status only moves forward: Draft to Sent, Sent to Paid, and Sent or Paid to Void. A void invoice stays void, and nothing goes back to Draft.