Every invoice in Cradled has a status. Here's what each one means and what triggers a change.
Draft
You've created the invoice but haven't emailed it yet. No one has seen it except you. You can freely edit line items, amounts, due dates, or delete the invoice.
Goes to Sent when you click Send (emails the client) or share the payment link manually.
Sent
The invoice has been emailed (or its link has been generated). The due date has not yet passed. Client can pay anytime.
Goes to Paid when payment arrives. Goes to Overdue automatically when the due date passes.
Paid
The client paid. Either:
- Stripe confirmed a successful charge, or
- You manually marked it paid (for e-transfer, cash, cheque, etc.).
Stays Paid — no further automatic transitions. You can still issue a refund.
Overdue
The due date has passed and the invoice is still unpaid. Appears with a red badge on the client card. An Invoice overdue action badge shows on your dashboard and client list.
Goes to Paid when the client pays. Stays Overdue until you cancel or they pay.
Cancelled
You cancelled the invoice. The client can no longer pay it via the original link. Useful when:
- You sent an invoice in error.
- Terms changed and you need to issue a new one.
- The client can't or won't pay and you want to close the record.
Cancelled invoices stay in your records for reference but don't count toward outstanding revenue.
Partially refunded / Refunded
Applies to paid invoices. When you issue a refund:
- Full refund → Refunded.
- Partial refund → the invoice stays Paid but shows a refunded amount.
Payment plan installments
Each installment has its own status, independent of the others. A payment plan can have one installment Paid, one Sent, and one Draft — all at the same time.