Invoice Management
Manage invoice history and status
Good invoice management starts with unique numbering, consistent records, and clear status updates. Edit or duplicate an invoice carefully so the original transaction remains traceable.
Last updated September 19, 2026
Invoice history and saving
Keep a copy of each sent invoice and its final status in the records your business uses. If you create an invoice without an account, download or otherwise preserve the document before closing the browser.
Edit or duplicate an invoice
Edit an invoice when details are still being reviewed. To bill for similar work, duplicate the structure but assign a new invoice number, dates, customer reference, and line items. Do not reuse a number for a separate transaction.
Paid, unpaid, overdue, and cancelled
- Unpaid: the invoice has been issued and payment is not confirmed.
- Paid: payment has been confirmed or reconciled.
- Overdue: the due date has passed and the balance remains unpaid.
- Cancelled: the invoice should no longer be used for collection; follow your local correction and record-keeping process.
Invoice numbering
Choose a numbering sequence that is unique and easy to audit, such as INV-2026-001. Keep the sequence consistent and document how you handle voided, corrected, or cancelled invoices according to local requirements.