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The Invoices list

Find every invoice by status, read balances and due dates at a glance, and understand how overdue is decided.

Updated September 2, 2026

Finance > Invoices lists every invoice, with a New invoice button in the header. Click a couple's name to open the invoice.

Overdue is set when you look

Each time the list opens, Hailo checks every sent invoice whose due date has passed and marks it overdue. An invoice can therefore turn overdue the moment you open this page, even if nobody touched it.

Filter by status

Pills: all, draft, sent, partial, paid, overdue, void, each with a count. The count line reads "N invoices ยท $X open", where the open figure is the balance across sent, partial and overdue invoices in the current filter.

Status Meaning
draft Built, not sent. The couple's link works but nothing has been issued.
sent Issued, nothing paid yet.
partial Some of it has been paid.
paid Paid in full.
overdue Sent, unpaid, past the due date.
void Paid then fully refunded, or otherwise closed. A void invoice never comes back.

A draft that receives a payment moves to partial or paid; money outranks the draft state.

Columns

Column Detail
Client The couple, with the invoice number under it and "from proposal" when it was raised by a booking.
Status As above.
Total Price plus tax.
Paid Money received, net of refunds.
Balance What is still owed; red when late. A dash when nothing is owed.
Due The due date with a relative note ("in 12 days", "3 days ago").

Empty state

"No invoices yet" (or "No invoices"): "The moment a proposal gets signed, the deposit invoice lands here automatically. Or build one by hand for a custom charge." with a New invoice button.

  • Create and edit an invoiceBuild an invoice by hand, edit it on the document itself, split it into instalments, choose who covers the card fee, send it, and see how booking invoices are raised for you.
  • Unpaid invoices by when they landSee everything couples still owe, grouped by whether it is late, due soon, due later this year, or not until next year.
  • Manual payments (Venmo, Zelle, check, wire)Offer bank and app payments, understand what "I sent it" does and does not do, record the payment when it lands, and record a refund.
  • Automatic payment remindersTurn on reminders, know exactly what is emailed and when, and why an instalment plan reminds couples even with the toggle off.
  • The Finance pageRead your money at a glance, see the year by month, know who pays next, log expenses, and move money in and out by CSV.
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