Invoice Lifecycle

Statuses

• draft — New invoices you’re still editing.
• sent — You’ve sent it to the customer.
• paid — Fully paid.

Status drives badges and available actions.

Actions

• Publish — Generates a share token and enables public HTML/PDF links.
• Unpublish — Revokes the share token; public links stop working.
• Mark as Sent — Sets status to sent.
• Mark as Paid — Sets status to paid.
• Duplicate — Creates a new invoice with the same customer, items, and details.
• Delete — Removes the invoice. If public, its link stops working.

Overdue

• Overdue shows when the due date is in the past and status is not paid.

Notes

• Publishing doesn’t change status; it only controls public access.
• Deleting a customer with invoices is blocked; delete invoices or reassign first.