Manage invoices and statuses
Find, edit and cancel invoices, and understand what each invoice and payment status means.
All of your invoices are on the Invoices page. You can search the table and filter it by fields such as date sent, invoice status and payment status. Expand an invoice to see its payments and, for recurring invoices, earlier and upcoming invoices in the series.
Screenshot to add: the Invoices table with an invoice expanded to show its payments
Invoice statuses and actions
Each invoice has an invoice status. The actions you can take depend on it.
| Status | What it means | What you can do |
|---|---|---|
| Draft | Created but not yet issued or scheduled | Edit, Duplicate, Delete, and Issue Invoice or Schedule Invoice once it's complete |
| Scheduled | Will be issued automatically on its issue date | Edit, Issue Invoice, Duplicate, Cancel Invoice |
| Issued | Available and payable for your customer | Edit, View Payments, Share via Email/Text, Share Link, Record Offline Payment, Duplicate, Cancel Invoice |
| Past Due | Not paid by the due date | Same as Issued |
| Completed | Paid in full | View Details, View Payments, Duplicate |
| Canceled | Canceled | View Details, View Payments, Duplicate |
A few limits apply:
- Once a payment is processing, the invoice can be viewed but not edited, and you can't record an offline payment on it.
- You can cancel an issued invoice only if it has no payments, or only scheduled or failed ones.
Payment statuses
When a customer pays or schedules a payment, you'll also see a payment status.
| Status | What it means |
|---|---|
| Scheduled | Your customer scheduled the payment for a later date, such as the due date or through Autopay |
| Processing | Your customer paid and the payment is moving through the payment system |
| Paid | The payment completed |
| Failed | The payment didn't go through. The invoice is still unpaid |
| Refund Processing | You issued a refund and it's on its way to your customer |
| Partially Refunded | Part of the payment was refunded |
| Refunded | The payment was refunded in full |
Edit an invoice
You can edit an invoice until your customer's payment starts processing. If you don't see Edit, check the payment status. If your customer has a scheduled payment, they'll be asked to approve your changes; see Change an invoice that has a scheduled payment.
If the invoice is part of a recurring series, Finli asks you to choose Edit this invoice only or Edit this and following invoices.
Refunds
Refunds are issued from the payment, not the invoice. See Issue a refund.
History
Each invoice keeps a history of what's happened to it. See Reminders and invoice history.
Need help? Email support@finli.com.
Updated October 22, 2026