Invoice Workflow & Statuses

Invoices follow a clear lifecycle from creation to payment.

Statuses

Status	Description
Draft	Created, not yet sent. Fully editable
Pending Approval	Submitted for partner review (if approval workflow is enabled)
Approved	Approved by a partner, ready to send
Sent	Sent to the client via email
Partial	Partial payment received
Paid	Fully paid
Overdue	Past the due date with outstanding balance
Cancelled	Cancelled — time entries are unlinked and become available again

Approval workflow

When enabled in firm settings, associates submit invoices for approval. Partners can Approve (with optional comments) or Reject (returns to Draft with comments).

Actions

From the invoice detail page: Edit, Mark Sent, Mark Paid, Mark Overdue, Cancel, Download PDF, Send by Email, Record Payment, Credit Note, or Delete (drafts only).