Mark sent & paid
Move an invoice's status by hand — mark it sent without emailing, or mark it paid. When to use these instead of sending or recording a payment.
Most of the time, sending and recording a payment move an invoice's status for you. When you need to set it by hand, use the manual actions below.
- Role
- OwnerAdminManager
Marking an invoice sent or paid is a manager-tier action.
Mark sent (without emailing)
Use this when an invoice is already in your client's hands another way and you just want Hoursmith's status to match.
Open the Draft
Open the Draft invoice.
Mark sent
Choose Mark sent (without emailing). The invoice moves Draft → Sent and gets a public link, but no email is sent.
To send the email instead, use Send an invoice.
Mark paid
Open the Sent invoice
Open a Sent invoice.
Mark paid
Choose Mark paid. The invoice moves Sent → Paid.
The usual way to reach Paid is to record a payment, which logs the amount and date and brings the invoice to Paid for you. Mark paid is the shortcut when you don't need a payment record.
What happens next
- A Sent invoice that's past its due date shows a red Overdue chip until it's paid or cancelled. See Statuses.
- A Paid invoice can no longer be edited or deleted. To change it, you'd cancel and restore — though note that Paid invoices can't be cancelled.
Tips
- Prefer Record payment when you want an accurate paid amount, date, and payment history on the invoice's peek drawer.
- Prefer Mark sent (without emailing) when migrating older invoices in so their status is right without re-emailing clients.
Public links & views
Every sent invoice gets an unguessable public pay page. Copy the link, preview as the client, regenerate it, and see when it's been viewed.
Record a payment
Log an offline payment — bank transfer, cash, or cheque — against an invoice. Set the amount, date received, an optional note, and a processing fee.