Invoice status & payments

Overview

Every invoice in Meistify has a status reflecting its current state in the payment process. The status also determines which actions are available.

Invoice statuses

• Draft – Invoice is being worked on, can still be edited
• Sent – Sent to the customer, payment period is running
• Paid – Payment received
• Overdue – Payment deadline has passed, payment still outstanding
• Cancelled – Invoice has been cancelled (a cancellation invoice is generated)

Changing status

1. Open the invoice
2. Use the status buttons on the detail page:
   • Send – Changes from Draft to Sent (optionally sends email)
   • Mark as paid – Changes to Paid
   • Cancel – Creates a cancellation invoice and locks the original

GoBD compliance

Meistify ensures your invoices are GoBD-compliant:

• Sequential numbering – Invoice numbers are assigned automatically without gaps
• Immutability – After sending, an invoice can no longer be edited
• Audit-proof archiving – All invoices are permanently stored

Payment terms

The default payment terms are set in the company settings and automatically applied to new invoices. You can adjust them individually per invoice.

Next steps

• DATEV export and ZUGFeRD
• Creating invoices