Invoice Lifecycle
Understand how invoices move from draft to paid
Every invoice in AgentInvoice follows a clear lifecycle. Understanding the stages helps you know what you can do at each point and why.
Status flow
draft → finalized → sent → paid
→ overdue
↓
void| Status | What it means | What you can do |
|---|---|---|
| Draft | Invoice is being prepared | Edit freely, add/remove line items, delete |
| Finalized | Amounts are locked, ready to send | Send to client, void |
| Sent | Client has received the invoice | Resend, mark as paid, void |
| Paid | Payment has been recorded | Download PDF, view history |
| Overdue | Past due date, not yet paid | Resend, mark as paid, void |
| Void | Invoice has been cancelled | No further actions |
Key rules
Drafts can be edited freely. Change line items, quantities, the due date, or add notes any time before finalizing.
Finalization locks the amounts. Once finalized, the invoice numbers are set. This prevents accidentally changing an invoice after it's been discussed with a client. If you need to change the amounts, void the invoice and create a new one.
Sending requires finalization. You must finalize an invoice before you can send it.
Void cancels permanently. A voided invoice can't be reopened. Use it when an invoice was created in error or a project falls through.