Understanding Invoice Statuses on Tabs
Last updated: June 23, 2026
Overview
Invoice status in Tabs shows where an invoice is in its lifecycle, from creation through payment, completion, or cancellation.
In addition to indicating the invoice's current state, each status determines what actions can be taken on the invoice and whether there may be billing or revenue implications.
Invoice Statuses
Draft
The invoice has been created but has not yet been sent to the customer.
Typical use case: Reviewing or editing an invoice before delivery.
Scheduled
The invoice is scheduled to be sent on a future date.
Invoices are automatically sent at 9:00 AM ET on the scheduled send date.
Important: Scheduled invoices must be unscheduled before they can be edited, deleted, or otherwise modified.
Sent
The invoice has been delivered to the customer and is awaiting payment.
Once an invoice has been sent, it is considered part of the merchant's billing records.
Important: To make changes to a sent invoice, first revert the invoice back to Draft.
Overdue
The invoice is past its due date and remains unpaid.
An overdue invoice continues to be collectible and remains visible to the customer until payment is received or the invoice is voided.
Important: To make changes to an overdue invoice, first revert the invoice back to Draft.
Pending
The customer has initiated payment, but the funds have not yet been received.
For example, a payment may be marked as Pending while an ACH transfer is processing.
Paid
Payment has been successfully received for the invoice.
The invoice has been paid, but payment processing and reconciliation activities may still be occurring in the background.
Done
The payment has been fully processed and reconciled, including any applicable bank or card fees.
This represents the final completed state for a successfully paid invoice.
Void
The invoice has been canceled and is no longer collectible.
Voiding an invoice preserves the invoice record for historical and reporting purposes while indicating that payment is no longer expected.
Sent Off Tabs
Used for legacy invoices that were issued outside of Tabs before the merchant joined the platform.
These invoices are maintained for historical visibility and reporting purposes.
Status Actions & Financial Implications
* Scheduled invoices must first be unscheduled.
** Sent and Overdue invoices must first be reverted to Draft.
Updating an Existing Invoice
The process for updating an invoice depends on its current status:
Draft Invoices
Draft invoices can be edited directly.
Scheduled Invoices
Unschedule the invoice.
Make the required changes.
Re-schedule the invoice if needed.
Sent or Overdue Invoices
Revert the invoice back to Draft.
Make the required changes.
Re-send or re-schedule the invoice.
Pending Invoices
Move out of Pending
Then revert to Draft
Delete vs. Void
Both Delete and Void remove an invoice from active collections, but they serve different purposes.
Delete
Use Delete when:
The invoice was created in error.
The invoice has not been sent to the customer.
The invoice should be completely removed.
Void
Use Void when:
The invoice should no longer be collected.
The invoice should remain part of the historical record.
The invoice was previously sent and needs to be canceled.