Plan: Badges appear on every plan including trial (Starter). Creating a Promised or Settled outcome is Pro and above.
The Status column is the short story of an invoice. List filters match these printed badges — not a second hidden enum. The labels below are the live set.
Live badges
- Waiting to Start — enrolled but held because every active invoice space is in use. Uses no capacity until a space opens.
- Awaiting approval — a reminder (including Firm or Final) is waiting for a person. Nothing in that tone goes out until someone approves.
- Disputed — a dispute is open. Chasing is stopped until you close it.
- Not chasing — printed when the invoice is past the age cutoff, the customer is on Never chase, or the row is not in an active chase state.
- Chasing — enrolled and eligible for scheduled workflow steps.
- Paused — you paused chasing. Use Resume chasing when ready.
- Promised — a promise-to-pay date is on file. Chasing waits for that date.
- Part paid · paused — some money landed; the remainder is owed and nothing sends until you resume.
- Paid — the derived balance is zero because of payments.
- Settled — you recorded a settlement. This is not Paid. The write-off is never counted as recovered.
- Written off — a write-off state. New write-offs are recorded through a Pro+ settlement, not a separate all-plan write-off button.
Dashboard On hold rolls up Promised, Disputed, Paused, and Part paid · paused. Customer-detail invoice rows use the same words; they may also show With agency if that state is on the row.
How a badge changes
- Open the invoice.
- Use Mark paid, Pause chasing / Resume chasing, Record a promise (Pro+), Raise a dispute, or Record settlement (Pro+).
- Or let a full payment, part payment, or dispute stop the chase. A portal stop request does not change the badge by itself — chasing continues until staff Accept or Decline.
- Return to Invoices. Status and Next action update after the write.
Expected result
The badge you see is the same string Filters can tick. Waiting to Start is not Chasing. Settled is not Paid.
If something looks wrong
- The Filters panel does not list a badge you expected — that label is not present on the current Active set.
- A never-chase customer’s invoices still read Chasing — reload. The list must print Not chasing.
What status is not
- It is not a legal filing status.
- It does not mean PayBlah owns the debt.
- A CSV/XLSX re-import does not flip an existing invoice to Paid. Duplicates are skipped.