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How to Update or Remove an Invoice Status
How to Update or Remove an Invoice Status

delete the invoice status, update an invoice status, change what an invoice is listed as category of invoice

Isabelle Talkington avatar
Written by Isabelle Talkington
Updated over 2 months ago

Keeping your invoices up to date is essential for accurate financial records and cash flow management. On FarmRaise Tracks, you can easily update the status of an invoice to reflect its current state, whether it’s canceled, paid, partially paid, not sent, or sent. This guide will walk you through how to update the status of your invoices.
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Step 1: Log Into FarmRaise Tracks

Start by logging into your FarmRaise Tracks account using your username and password.

Step 2: Navigate to the Invoices Section

  1. From the Dashboard, locate the Invoices tab in the left-hand menu.

  2. Click on Invoices to access your list of all invoices, including those that are not sent, paid, canceled, or partially paid.

Step 3: Select the Invoice You Want to Update

  1. Scroll through your list of invoices to find the specific one you need to update.

  2. Click on the invoice to open its detailed view.

Step 4: Update the Invoice Status

Inside the invoice details page, you will find an option to change the invoice status.

Follow these steps depending on what status you need to update to:

  • Mark as Paid:

    1. If the invoice has been fully paid, click on the Paid from the drop-down list and press save.

    2. Confirm the payment and the status will automatically be updated to "Paid."

  • Mark as Partially Paid:

    1. If the invoice has been partially paid, click Partially Paid from the drop-down list and press save.

    2. Enter the partial payment amount and any relevant details such as the payment method or date.

    3. Confirm the partial payment to update the status to "Partially Paid."

  • Mark as Canceled:

    1. If the invoice is no longer valid and needs to be canceled, look Cancel from the drop-down list and press save.

    2. Click on it and confirm the cancellation. The invoice will be updated with the "Canceled" status and removed from your active invoices list.

  • Mark as Sent:

    1. If the invoice has been sent to the customer but not yet paid, click on the Mark as Sent button to update its status.

    2. This status helps track invoices that have been issued but are awaiting payment.

  • Mark as Not Sent:

    1. If the invoice hasn’t been sent yet or you need to revert it to "Not Sent," simply click the Mark as Not Sent button.

    2. This status is helpful for invoices that are still being drafted or need changes before sending.

Step 5: Save the Updated Invoice Status

After updating the status, ensure that you click Save or Confirm to lock in the changes. FarmRaise Tracks will automatically update the invoice in your system and reflect the new status in your invoice overview.


Step 6: Verify the Updated Status

  1. Go back to the Invoices section and locate the invoice you just updated.

  2. Check that the status has been correctly updated to reflect your recent changes (Paid, Partially Paid, Sent, etc.).

  3. You can also DELETE the status of an invoice which will automatically place it into the Not Sent category of invoices!

    1. To mark a canceled invoice as paid, you will need to delete the canceled status!

Additional Tips:

  • Tracking Invoice History: FarmRaise Tracks maintains a history of all invoice updates, so you can always view when and how an invoice was paid, sent, or canceled.

  • Export Data: You can export your invoice history for record-keeping or sharing with your accountant.

By following these steps, you can ensure that all your invoices are up to date with the correct status, giving you better control over your farm’s financial records.


If you have any questions or run into issues, contact FarmRaise support for further assistance.

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