Understanding Invoice Statuses

Invoices created in TripCreator can be found in your Sales module, where you can also track their status.

The different invoice statuses are:

  • Draft: The invoice has been created but not yet issued or sent to the client. It can still be edited in this state.

  • Awaiting Payment:  The invoice has been issued, or issued and sent to the client; the payment has not been added manually, or the client has not yet completed the checkout process. The payment is still within the due date.

  • Awaiting Allocation: The invoice was issued in TripCreator but not sent to the client; the payment can be added manually to this invoice.

  • Payment Due: The invoice’s configured payment date has passed without payment being added or the client completing the checkout process.

  • Paid: Payment has been added manually, or the client has completed the checkout process if the invoice was sent.

  • Credit: This indicates a correction or adjustment to a previously issued invoice.


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