Once you've sent an invoice in Relay, you can easily track its progress and take action if needed. Each invoice includes a status that shows where it is in the payment process—from creation to completion.
This article explains what each invoice status means and how to manage your invoices from the Relay dashboard.
Where to find invoice statuses
- Go to Get Paid > Invoices
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Use the invoice table to view key details:
- Client name
- Invoice number
- Amount
- Due date
- Status
Click into any invoice for more information and available actions.
What each status means
- Draft – Invoice is saved but not sent
- Unpaid – Invoice has been sent; payment hasn’t been initiated
- Scheduled – A future payment date is selected; funds not yet in motion
- Processing – Payment has been submitted and is in transit
- Paid – Payment completed and deposited into your Relay account
- Overdue – Due date has passed and payment has not been received
- Cancelled – Invoice or associated Payment Request was manually cancelled
Relay updates these statuses automatically based on client activity.
Managing invoices by status
Draft
- Action: Edit or send when ready
Unpaid
- Action: Resend invoice, copy payment link, or follow up with client
Scheduled
- Action: Wait for payment; no follow-up needed unless past the scheduled date
Processing
- Action: Monitor; Relay will update to Paid once funds settle
Paid
- Action: No action needed; funds are in your selected account
Overdue
- Action: Follow up or resend payment link; automated reminders may apply
Cancelled
- Action: Duplicate if needed to recreate and send a new invoice