Payment Statuses

There are three invoice statuses that help to manage payments in Cartwheel: Unpaid, Overdue and Paid. 

Unpaid Status

When invoices are in an “Unpaid” status, it means that the client has received the invoice but has not yet completed payment. If the invoice is still unpaid once the invoice passes the due date it will automatically update to an “Overdue” status.

Overdue Status

When invoices are in an “Overdue” status, it means that the client has received the invoice, has not yet completed payment, and the due date has passed.

Paid Status

Whether the invoice is in an “Unpaid” or “Overdue” status, once the payment on the invoice is complete the status will update to “Paid.” This is the final step in the invoice workflow process. Depending on your implementation, invoices may be marked as “Paid” automatically when your general ledger updates, or it may require you to manually mark the invoice as paid.