Understand invoices and their statuses

In short

Billabex shows two complementary readings. Invoice status is **Issued**, **Overdue**, or **Paid** from due date and settlement. Payment status is **Unpaid**, **Partially paid**, **Paid**, or **Overpaid** from paid amount and allocated credits. A future invoice can therefore remain Issued while already being partly paid.

Expected result

You can explain both statuses using due date, paid amount, and allocated credits.

Before you start

• Open invoice detail rather than relying on the list alone.
• Locate total, due date, paid amount, and allocated credit.

Procedure

1. Compare the invoice due date with today.
2. Calculate total coverage from paid amount and allocated credits.
3. Read invoice status: Paid when covered, Overdue when due with a remainder, otherwise Issued.
4. Read payment status separately according to the share of total covered.
5. Check remaining balance before deciding a follow-up is expected.

What Billabex does

Statuses are derived rather than manually entered. Coverage equal to total produces Paid; greater coverage produces Overpaid for payment status while invoice status remains Paid.

If the result is not what you expected

• An unallocated credit note does not necessarily reduce this specific invoice.
• After a source change, allow payment and allocation projections to update.
• A payment schedule can move the effective due date used for currently due balance.