Invoices

An invoice records what a customer owes, itemised. You can take payment against it directly, send a payment link for it, or settle it with credit the customer already holds.

Page	What it covers
Create an invoice	Building one with line items and sending it
Line items, tax and discount	How each line's numbers are worked out
Net terms and late fees	Payment terms, due dates, grace periods and automatic late fees
Attach files	Adding supporting documents the customer can see
Settle with credit memos	Using existing credit instead of taking a payment
Close out an invoice	Marking one finished when the balance will not be collected

Status

An invoice moves through these statuses over its life:

Status	What it means
Due	The default. Awaiting payment, or awaiting the customer's action on a Send Invoice plan
Processing	A payment attempt is under way — a transaction has been started but has not yet come back from the gateway
Authorized	A hold has been placed on the customer's card but the money has not been taken yet
Partially Paid	Some of the amount owing has been collected, by cash, card or credit memo
Paid	The full amount has been collected
Overdue	Past its due date with nothing paid at all. A partially paid invoice past its due date stays Partially Paid — ChargeOn tracks "is this overdue" separately from the status label so a partial payment is never hidden. See net terms and late fees
Void	Cancelled. No payment is owing
Closed	Written off as bad debt through close out an invoice. Terminal — an invoice never leaves this status

Invoice PDFs

Every invoice can be rendered as a branded PDF — your logo, and a set of line-item columns your admin chooses (line item, quantity, unit price, discount, tax and total, in any combination), are all configured on the invoice template your admin sets up. Ask your admin about the template if the PDF is missing your branding or the columns you expect.