MoveBoardStatuses
| Status | Means |
|---|---|
| Draft (grey) | Saved, not sent yet. |
| Sent / Resent (blue) | Sent to the customer. |
| Partially Paid (yellow) | Some of it is paid. |
| Overdue (red) | Past its due date with money still owed. |
| Paid (green) | Fully paid. |
To change statuses in bulk, tick invoices on the Invoices page and use Change Status.
Marked paid by mistake? Mark as unpaid
An invoice that was marked paid by mistake can go back:
- In the order's Invoices list, press Mark as unpaid on the invoice — or open the invoice and press Mark as unpaid in its title bar.
- Read what will happen and press Yes, mark unpaid (or Cancel).
What it goes back to depends on the money really received:
- Nothing received — it goes back to Sent, and the whole total is due again.
- Part of it received (a deposit, say) — it goes back to Partially paid. The payment stays; the rest is due again.
- Paid in full by payments — it can't go back: …covers it in full, so it can't go back to unpaid. Refund or remove the payment in the order's Payments first, then try again.
No payment is ever removed by Mark as unpaid. The order's log says who did it, for example set invoice #0000000454 back to Sent.
Anyone who can create invoices or edit invoices can do this. Unticking Mark as paid and saving an invoice you can edit does the same.
Deleting a paid invoice
An invoice with money on it can't be deleted. If you tick one (or several) in the order's Invoices list and press Delete, MoveBoard tells you why each one stays and what to do:
- Only marked paid (nothing received) — …is marked as paid, so it can't be deleted. Click Mark as unpaid on it first, then delete it. Press Mark as unpaid (above), then delete it.
- Money received on it — …has $… in payments received, so it can't be deleted. Refund or remove the payment in the order's Payments first, then delete the invoice.
- Partially paid, but nothing received — change its status back to Sent on the Invoices page first.
Only money paid on the invoice itself keeps it. An Order or Closing invoice that only shows the order's deposit or other payments (Include Order Payments) can be deleted: those payments were made on the order, and they stay on the order.
Invoices you ticked that can be deleted are still deleted; the message says how many went.
Flags
Flags are your own coloured labels — for example "Disputed" or "Sent to collections".
Make your flags
- Go to Settings › Payments & billing › Invoice flags.
- Press New flag, type the Flag name and pick a Color.
Flags belong to a branch.
Put flags on invoices
- One invoice — on the Invoices page, press the invoice's Flags cell, tick the flags and press SAVE.
- Several — tick the invoices, then Add Flag. Each invoice keeps the flags it already had. Works on invoices of one branch at a time.
Changing flags and statuses needs the permission to edit invoices (Mark as unpaid also works with the permission to create invoices).