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How do I check invoice status, payments and history?

Use the invoice record and its recorded outcomes to understand what happened.

Before you start

You need access to the invoice in the correct workspace.

What to do

  1. Open the invoice and review its current status.
  2. Inspect recorded payment and delivery information rather than relying only on a list label.
  3. Read available history or revisions for previous changes.
  4. Use the supported correction or reversal flow when an authorised adjustment is needed.

What happens next

You can distinguish a draft, an issued document, a recorded payment and a delivery outcome.

If something goes wrong

Do not mark a payment simply because a customer says it was sent. Verify the actual payment evidence and use the permitted accounting process.

Related guides

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How do I prepare an estimate or delivery note and turn it into an invoice?

Estimates and delivery notes are separate documents. Creating an invoice from one produces an editable draft that must be approved and sent separately.

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How do I create, review or pause recurring invoices?

A recurring schedule uses a saved, eligible invoice as its template. New schedules create drafts for review by default; automatic approval and email are separate choices.

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How do I import a bank statement and match a received payment?

Bank matching imports a CSV statement and records explicitly confirmed incoming payments against eligible invoices. It does not transfer money or create a live bank connection.