Money Pro Invoice Statuses — What Each One Means
Money Pro tracks invoices through six statuses: Draft, Unpaid, Viewed, Paid, Overdue, Refunded, and Archived. Each status tells you exactly where the invoice is in the payment lifecycle. Paid invoices automatically sync to your income reports.
Invoice Status Definitions
| Status | What It Means |
|---|---|
| Draft | Created but not yet sent to the client. You can still edit a Draft invoice. |
| Unpaid | Sent to the client; payment has not been received. |
| Viewed | The client has opened the invoice link in their email. Payment still pending. |
| Overdue | The payment due date has passed; payment has not been received. |
| Paid | Payment received and recorded in full. Income flows to your P&L automatically. |
| Partially Paid | Client paid a portion of the balance; remaining amount still due. |
| Refunded | A paid invoice where the payment was returned to the client. |
| Archived | A cancelled invoice. Removed from your active invoice list but kept in history. |
The "Active" Filter
The Active filter on the invoice dashboard shows: all Draft invoices + all sent but unpaid invoices. It's your working list — everything that hasn't been fully resolved.
Key Rules by Status
Editing: You can only edit invoices in Draft status. Once an invoice is sent (any status after Draft), it's locked. To correct a sent invoice: archive it and create a new one, or add a corrective line item.
Paid → Income: When an invoice is marked Paid (manually or automatically through the merchant account), the payment amount is added to your Money Pro income records for the period. Your P&L updates automatically.
Refunded: If you've issued a refund for a paid invoice, mark it as Refunded. This removes it from your income totals for accurate reporting.
Filtering Your Invoice List
Use the Invoice Type dropdown in the invoice dashboard to filter by status:
- Active — Drafts + unpaid sent invoices
- Draft — invoices not yet sent
- Unpaid — sent invoices awaiting payment
- Paid — completed invoices
- Archived — cancelled invoices
Frequently Asked Questions
An invoice shows as "Unpaid" but I know the client paid. What do I do?
Record the payment manually: open the invoice and use Add Cash Payment or Add Bank Transaction in the Payments section, or select Add Payments from the three-dot (⋮) menu next to the invoice on your Invoicing list. Enter the date and amount. If the client paid online through the merchant account and it's not reflecting, contact our support team — there may be a sync issue.
How do I cancel an invoice I sent by mistake?
On your Invoicing list, click the three-dot (⋮) menu next to the invoice and select Cancel Invoice. The invoice history is retained.
A client paid partially. How do I record it?
Open the invoice and use Add Cash Payment or Add Bank Transaction in the Payments section to enter the partial amount. The invoice updates to Partially Paid showing the remaining balance.
How do I see exactly when an invoice was sent or when my client last viewed it?
Check the Status column on your Invoicing list (Finance → Money Pro → Invoicing) — the date is shown right there under the status, for example "Unpaid — Last Seen: 6/29/2026" or "Unpaid — Sent: 6/1/2026." There's no separate activity or history timeline on the invoice itself; the list view is where these dates live.
I clicked an invoice to check its details, but it opened an edit screen instead of a read-only view. Is that normal?
Yes. Clicking any invoice — draft, unpaid, or paid — opens the same Edit Invoice screen; there's no separate view-only mode. For a paid invoice, that screen's Payments section shows the specific payment record (date, amount, and which account it was paid from), so you can confirm payment details there.