One-time payment invoices
Statuses for one-time payment invoices (sent to the customer as a one-time payment request for payment by card or pay by bank):
Draft: Added to Adfin but not yet sent to the customer. You can edit and delete invoices in draft state.
Outstanding: Sent to the customer for payment and still before the due date.
Overdue: Sent to the customer for payment and passed the due date.
Paid: The invoice has been paid and the funds will be paid out to you.
Invoices imported from Xero or Quickbooks are automatically sent on the invoice issue date.
Direct debit invoices
Statuses for invoices to be collected by direct debit:
Draft: Added to Adfin but not yet scheduled. You can edit and delete invoices in draft state.
Scheduled: There is a direct debit payment scheduled to be initiated at a future date. Typically, the status will change to Processing 2 working days before the due date. A Scheduled invoice can still be Voided.
Processing: The direct debit payment has been initiated with the customer’s bank. The invoice will stay in processing until the direct debit payment is confirmed and paid out to you, 6 working days later.
Paid: The invoice has been paid and the funds will be paid out to you.
If you are using Xero or QuickBooks, any imported invoice will be automatically in Scheduled.
If a direct debit payment fails (e.g. for insufficient funds on the customer account) then the invoice status will transition back to Scheduled and we will attempt to payment again.
Tracking invoice activity
You can refer to the ACTIVITY column in the Invoices view for more information on:
When an invoice was sent
The last time the payment link was opened
When an invoice was paid
If there is a pending mandate with the customer
When the payment will be collected, including any retries that are happening
When the payment is expected to reach your bank