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Monitor your invoices from creation to payment with clear status tracking and customer interaction history.
Invoice created but not sent to customer yet. You can still edit all details.
Invoice delivered to customer via email or SMS. Customer can now view and pay.
Customer has opened and viewed the invoice. Good sign they're considering payment.
Full payment received. Money is in your account or will be within 1-2 business days.
Customer made partial payment. Outstanding balance remains to be collected.
Payment due date has passed. Automatic reminders may be sent if enabled.
Your main invoice list shows status at a glance:
Click any invoice to see detailed status information:
Your main dashboard shows key invoice metrics:
Every invoice keeps a detailed timeline of all status changes and customer interactions. This helps you understand payment delays and follow up appropriately.
If an invoice stays "Sent" without moving to "Viewed" for several days, try following up with SMS or a phone call. The customer might not have received the email.
Toolfy automatically tracks how customers interact with your invoices to help you understand their payment behavior and improve your follow-up strategy.
Toolfy automatically updates invoice statuses based on customer actions and payment events. You don't need to manually change statuses in most cases.
You can manually update status for special cases (like cash payments received in person). Go to the invoice page and click "Update Status" to make manual changes.