Statuses & tracking

Every invoice has a status that tells you where it stands. Tracking these is how you stay on top of your receivables.

#The statuses

Status	Meaning
Draft	Being edited; not yet sent. Doesn't notify the customer or count as outstanding.
Sent	Delivered to the customer with a payment link; awaiting payment.
Partially paid	A payment has been recorded but a balance remains.
Paid	Fully settled. A receipt is issued automatically.
Overdue	Past the due date with a balance still outstanding.
Cancelled	Voided so it's no longer expected to be paid.

#How status changes happen

• Sending moves a Draft to Sent.
• A payment — online through the portal or recorded manually — moves it to Partially paid or Paid.
• The due date passing with a balance outstanding flips it to Overdue.

#Tracking your receivables

• Overview gives you the totals: outstanding, paid, and overdue at a glance.
• Invoices lists every invoice with its status and balance — filter here to find what needs chasing.
• Activity is a timeline of sends, payments, and reminders, so you can confirm exactly what happened and when.

#Overdue invoices

When an invoice goes overdue, PaidFast surfaces it on the Overview page. If you've enabled automated reminders, it also starts chasing the customer on your behalf on the schedule you set.

#Partial payments

If a customer pays part of an invoice, PaidFast records the payment, reduces the outstanding balance, and keeps the invoice Partially paid until the remainder is collected. The payment link stays live for the balance.

Tip: Reconcile regularly by checking Overview for the overdue total, then working the Invoices list from oldest to newest.