Invoices
Understanding invoice statuses and reminders
Learn what Draft, Sent, Partially Paid, Paid, Overdue, and Cancelled mean in Collabcy.
Status definitions
- Draft: created but not sent.
- Sent: sent to the recipient and still awaiting payment.
- Partially Paid: one or more received payments exist, but a balance remains.
- Paid: received payments and applied collaboration advances cover the invoice total.
- Overdue: the due date has passed while a balance remains.
- Cancelled: the invoice is no longer active for collection.
Send a reminder
- 1Open a Sent or Partially Paid invoice.
- 2Choose Send reminder and confirm the recipient and message.
- 3The reminder amount uses the current outstanding balance: invoice total minus received payments and applied collaboration advances, never below zero.
- 4If the message is sent or queued successfully, the reminder window closes and the notification is recorded in history.
Tip:Record a payment before sending a reminder. The next reminder then reflects the remaining balance instead of the original invoice total.
Related guides
Creating and sending an invoice
Create an invoice from a collaboration, add line items, review tax and totals, then send it to the brand.
Recording payments and understanding balances
Record pending or received payments, understand advance applications, and reconcile what is still owed.
Applying advances to invoices and settling balances
Learn which advances are eligible, how Collabcy applies them to invoices, and how advances change payable and outstanding amounts.