Invoice states

BidGemmer invoices have a status which indicates the current state of each invoice. The available statuses are: Draft, Open, Paid, Voided, and Canceled.

Draft

This is the default status for newly created invoice. At this status, all sections of the invoice can be edited. Only at this status an invoice can be Deleted, and once deleted the invoice cannot be recovered.

When the invoice is ready, you can finalize it by sending the invoice to the recipient. This action will notify the recipient of the invoice and will update the status of the invoice to Open. Once an invoice is finilized and send, it cannot be moved back to the status Draft.

Open

Once an invoice is finalized and sent to the recipient, the invoice will automatically move to the status Open. This status indicates the invoice is awaiting payment from the recipient. At this status the invoice is limited to edit only for specific fields. Although an invoice can be sent to the recipient multiple times, the status will remain Open from the first time you sent the invoice.

Open invoices are visible to your customers at their billing portal where they can see the invoice, download a PDF of the invoice or print the invoice directly from the platform. Customers with third-party accounts can also update the recipient of the invoice to one of the approved third-party accounts.

An Open invoice will be shown as an "Overdue" invoice in case the specified due date of the invoice has passed.

In case you need to update the invoice substantial fields (i.e. amounts, description, quantity) you can Void the invoice or Cancel it completely, and then re-create the invoice with your changes.

Paid

Once an Open invoice has been paid, you can mark the invoice as Paid. Invoice cannot be updated once the status is changed to Paid.

Canceled

Open invoices can be canceled by generating a "Credit Invoice". Canceled invoices are an indication of updated or corrected invoices. [Coming Soon]

Void

Open invoices can be marked as Voided. This status will show the total amount as zero in the dashboard. Voided invoices are an indication of uncollectible payments.