{"id":18883,"date":"2024-12-23T10:56:46","date_gmt":"2024-12-23T10:56:46","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=18883"},"modified":"2026-01-04T13:26:38","modified_gmt":"2026-01-04T13:26:38","slug":"automatic-and-manual-invoice-statuses-and-tags","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/automatic-and-manual-invoice-statuses-and-tags\/","title":{"rendered":"Automatic and Manual Invoice Statuses and Tags"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]By adding different statuses and tags, you can easily distinguish invoices. These tags are likely to be used later in the search process to filter invoices more efficiently.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Automatic Invoice statuses” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1734946590321{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]Invoice statuses are automatically assigned to indicate the delivery and payment states, based on the transactions occurring on the invoice.<\/p>\n

Delivery Statuses<\/strong>
\nThe delivery statuses are as follows:
\n(Partially Delivered – Partially Rejected – Under Delivery – Delivered – Rejected)<\/p>\n

The delivery statuses are affected by warehouse receipts generated by the invoices.<\/p>\n

Payment Statuses<\/strong>
\nThe payment statuses are as follows:
\n(Unpaid – Partially Paid – Paid – Returned – Partially – Returned – Overpaid – Draft – Due – Overdue)<\/p>\n

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These delivery and payment statuses will appear next to the invoice number.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n

\"\"[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Manual Invoice Statuses” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1734947426942{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]You can manually add statuses to invoices as needed. These statuses distinguish the invoice and assist in the search and filtering process. They also help manage invoices effectively and follow up with clients.<\/p>\n

Click on “Sales Settings<\/strong>” from the “Sales<\/strong>” dropdown in the main menu, then click on “Invoice Statuses<\/strong>.”<\/p>\n

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Control the name and settings of the status through the following field data:<\/p>\n