How to change the status of an invoice ?

There are two ways to manually change the status of an invoice.

1. Via the list of invoices

A. Go to https://www.colib.io/Invoices

B. Find the invoice you want to update in the list and select the desired payment status from the status dropdown.

The status of the invoice will be updated as soon as it is selected. You may have to enter additional information depending on the status you choose (for example: partial payments).

2. Via the invoice edit page

A. Go to https://www.colib.io/Invoices

B. Find the invoice you want to update in the list and click on the invoice title (link) in the table to be redirected to the invoice edit page.

C. Update the status using the status selection list.

If you select the "Paid" status, you will be able to enter the payment method (new fields will appear).

D. Click the Save button at the bottom of the page.

Once the status of the invoice has been changed to "Paid", the invoice will automatically be converted into a receipt.

You can also automatically send the receipt to your client when this happens if you wish. To enable this option, go to:
https://www.colib.io/settings?show=invoices → "Automation" section ("Automatically send receipt when a payment has been recorded ").