Invoice statuses

Published June 15, 2026 · updated July 17, 2026

An invoice's status reflects where it sits in the billing cycle. SummitPSA tracks the following:

Status	Meaning
`draft`	Being prepared. Editable; can be voided.
`sent`	Marked as sent to the client; awaiting payment.
`viewed`	A reserved status. SummitPSA does not currently set it automatically — invoices do not track client opens.
`part_paid`	A partial payment has been recorded.
`paid`	Payments cover the full total.
`overdue`	Unpaid (or part-paid) past its due date.
`void`	Cancelled; excluded from accounting exports.

How statuses change

Marking an invoice sent moves it from draft to sent and stamps the send time.
Recording a payment moves it to part_paid, or to paid once the balance is cleared.
When you open the Invoices list, SummitPSA automatically flips any sent or part_paid invoice past its due date to overdue.
An invoice can be voided only if it has no recorded payments; voiding requires finance > manage.

The finance dashboard rolls these up into outstanding totals, overdue counts and amounts, and revenue paid this month.

Was this article helpful?