Invoice statuses explained
What Draft, Issued, Paid and Void mean, plus permissions and how platform bills differ from customer invoices.
Updated
The Billing → Invoices list shows every invoice for your workspace. Filter by Status or search by number.
Customer invoices and platform subscription bills share this list but behave differently.
The four statuses
- Draft — created but not finalised. Shown as a grey badge.
- Issued — sent to the customer with an issue date.
- Paid — marked settled with a paid date.
- Void — cancelled. Cannot be applied to a paid invoice.
On the invoice detail page, review Issued, Due, and Paid dates alongside line items and totals.
What the tenant app can do today
From a booking, Create invoice always saves a Draft. The tenant app shows Download PDF on the detail page but no Issue, Mark paid, or Void buttons.
You can still download a PDF for a draft. The PDF shows the current status badge.
Booking Payments do not update invoice status. A booking can show Paid while its invoice stays Draft.
Platform billing from Navion
The invoices list description mentions platform billing from Navion. Those subscription invoices appear alongside customer bills.
They are read-only in the tenant app. You cannot issue or mark them paid from your workspace.
See plans and what is included for subscription details.
Permissions that matter
Under Settings → Permissions, invoice access includes:
- View invoices — opens the list and detail pages
- Create invoices — shows Create invoice on bookings
- Issue invoices and Void invoices — exist in permissions but have no tenant buttons yet
Default Staff has View invoices only. Managers get broader access by default.
Payment recording uses Edit bookings, not invoice permissions. See record booking payments and refunds.
Before deleting a booking
Bookings with linked invoices cannot be deleted. The confirm dialog warns that invoices must be removed first.
Related: create an invoice from a booking and log vehicle and office expenses.