This article covers how invoice statuses work in Thryv® Business Center™, including what each status means, when an invoice changes status, and how the invoice flow differs depending on how the invoice was created. This article does not cover how to create or send an invoice. For help creating an invoice, see how to create and send an invoice in Thryv Business Center.

Why Invoice Statuses Help You Stay on Top of Client Payments

Every invoice in Thryv Business Center moves through a series of statuses that reflect where it is in the billing process — from a saved draft to a confirmed payment. Understanding each status helps you identify which clients owe payment, which invoices are approaching or past their due date, and which charges are reflected in a client's Account Balance. The status an invoice starts with depends on how the invoice was created — from a booking, from the calendar, or independently of a scheduled service.

Invoice Statuses in Thryv Business Center

The following statuses are used for invoices in Thryv Business Center. Each status represents a different stage in the invoice lifecycle.

Draft — Invoice Saved but Not Yet Sent

A Draft invoice has been created and saved but has not yet been sent to the client. A Draft is created when Save is selected during invoice creation instead of Send. Draft invoices can still be edited and will not be sent to the client until the invoice is approved and issued. Draft invoices do not appear in the client's Account Balance.

Not Yet Due — Invoice Issued for a Future Date

A Not Yet Due status indicates the invoice exists but payment is not yet required. The Not Yet Due status is assigned in two scenarios:

• Booking — Not Yet Due: A booking is scheduled for a future date and payment is not required upfront for the service. If the service requires advance payment, the invoice is automatically created with a Due status instead. Invoices with a Not Yet Due status from a booking do not reflect in the client's Account Balance.

• Invoice — Not Yet Due: An invoice is created with an issue date set to a future date. When the issue date arrives, the status changes automatically to Due.

Due — Payment Required

A Due invoice is ready to be paid. Invoices with a Due status reflect in the client's Account Balance. An invoice receives a Due status under the following circumstances:

• A service is booked that requires payment upfront.

• A service is completed in the calendar that requires payment.

• An invoice is issued independently of a service in the calendar.

For recurring bookings with upfront payment required, only the first upcoming session receives a Due status. All future sessions in the series are assigned a Not Yet Due status until the session date approaches. This applies only when the appointments are booked together as a series — if the appointments are booked individually, all scheduled appointments will show as Due.

Overdue — Payment Past Due Date

An invoice becomes Overdue on the day after its scheduled due date, or the day after the service takes place in the calendar. Overdue invoices reflect in the client's Account Balance and are tagged as Overdue so the client is made aware of the outstanding payment when viewing the invoice.

Paid — Payment Confirmed

A Paid invoice has been fully paid by the client. Paid invoices cannot be edited. The payment record can be viewed in Payments Received in Thryv Business Center.

How Invoice Status Is Assigned Based on How the Invoice Was Created

The starting status of an invoice depends on how the invoice was originated. The following examples illustrate the three most common invoice creation scenarios and the status each one receives.

Example 1 — Service Booked With Upfront Payment Required

When a service is booked and the service requires payment upfront, the invoice is automatically created with a Due status. Payment is required immediately and the charge reflects in the client's Account Balance.

The screenshot above shows a comparison of invoice statuses in the Thryv Business Center Billing and Invoice Dashboard. The status column displays the different status labels assigned to invoices based on how each invoice was created. This view is used to compare the starting status across the three invoice creation scenarios described in this section.

The screenshot above shows the invoice detail view in Thryv Business Center for a booking that requires upfront payment. The invoice displays a Due status, which is assigned automatically when a service requiring advance payment is booked. The charge is reflected in the client's Account Balance immediately.

Example 2 — Service Booked Without Upfront Payment Required

When a service is booked and payment is not required upfront, the invoice is created with a Not Yet Due status. The charge does not reflect in the client's Account Balance until the invoice becomes Due.

The screenshot above shows the invoice detail view in Thryv Business Center for a booking that does not require upfront payment. The invoice displays a Not Yet Due status. The charge is not reflected in the client's Account Balance while the invoice has a Not Yet Due status.

Example 3 — Invoice Created Independently of a Calendar Service

When an invoice is created and issued independently of a scheduled service in the calendar, the invoice is created with a Due status. The charge reflects in the client's Account Balance immediately upon issuance.

The screenshot above shows the invoice detail view in Thryv Business Center for an invoice created independently of a calendar service. The invoice displays a Due status, which is assigned automatically when an invoice is issued outside of the booking and calendar workflow. The charge is reflected in the client's Account Balance immediately.

Frequently Asked Questions

What does this article cover?

This article covers how invoice statuses work in Thryv Business Center, including what each status means, when an invoice changes status, and how the invoice flow differs depending on how the invoice was created. This article does not cover how to create or send an invoice. For help creating an invoice, see how to create and send an invoice in Thryv Business Center.

Which invoice statuses reflect in the client's Account Balance?

Invoices with a Due or Overdue status reflect in the client's Account Balance. Invoices with a Draft or Not Yet Due status do not reflect in the client's Account Balance. For a full guide to Client Account Balances, see how Client Account Balances work in Thryv Business Center.

How do invoice statuses work for recurring bookings with upfront payment?

For recurring bookings that require upfront payment, only the first upcoming session in the series receives a Due status. All future sessions in the series are assigned a Not Yet Due status until each session date approaches. This behavior applies only when the appointments are booked together as a series. If the appointments are booked individually rather than as a series, all scheduled appointments will show as Due.

When does an invoice become Overdue?

An invoice becomes Overdue on the day after its scheduled due date. For invoices tied to a calendar service, the invoice becomes Overdue on the day after the service takes place. The Overdue tag is visible to the client on the invoice so the client is aware of the outstanding payment.

Can I edit a Paid invoice?

No. Once an invoice reaches Paid status it cannot be edited. The payment record for a Paid invoice can be viewed in Payments Received in Thryv Business Center.