Invoice and Payment status

Invoice status

Log in to MONESQ and select 'Billing' from the left navigation menu:

On the ‘Billing’ page under invoices, you will see a status column:

In the 'Due date' column, you will see additional statuses indicating missed payments, the number of missed payments, whether an invoice is overdue, and by how many days.  Clicking on the column headers allows you to sort by the due date or status.

Invoice statuses:

Here is a list of invoice statuses and their definitions:

• Sent: The invoice has been sent to the client
• Not sent: The invoice has been created but not yet sent
• Voided: This invoice has been voided
• Viewed: The client has viewed the invoice
• Partially paid: A partial payment has been made against the invoice
• Paid: The invoice has been paid in full

In the 'Due date' column, you will see additional statuses indicating missed payments, the number of missed payments, whether an invoice is overdue, and by how many days.  Clicking on the column headers allows you to sort by the due date or status.

You can also access this feature by clicking on 'Contacts' in the left navigation menu, selecting a contact, and viewing the 'Invoice' tab for that contact.

Payment Status

To view the payment status for any invoice, follow the instructions above to access the Billing dashboard and click on an invoice. Here you will see more specific payment statuses:

Payment statuses:

Here is a list of payment statuses and their definitions:

• Pending - Payment is being processed

• Cleared: The payment for this invoice has cleared

• Failed: Payment failed (payment amount was not drafted)