{"id":1321,"date":"2025-07-10T14:34:15","date_gmt":"2025-07-10T14:34:15","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&#038;p=1321"},"modified":"2025-07-10T14:34:16","modified_gmt":"2025-07-10T14:34:16","password":"","slug":"invoice-tracking-and-management","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=invoice-tracking-and-management","title":{"rendered":"Invoice Tracking and Management"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>Status Tracking<\/strong><\/h3>\n\n\n\n<p>Monitor invoice lifecycle:<\/p>\n\n\n\n<p><strong>Status Progression<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Draft<\/strong>: Just generated, not sent<\/li><li><strong>Sent<\/strong>: Emailed to customer<\/li><li><strong>Viewed<\/strong>: Customer opened email<\/li><li><strong>Partial<\/strong>: Partial payment received<\/li><li><strong>Paid<\/strong>: Full payment received<\/li><li><strong>Overdue<\/strong>: Past due date<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Payment Integration<\/strong><\/h3>\n\n\n\n<p>When payments received:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Update invoice status<\/li><li>Record payment method<\/li><li>Apply to customer account<\/li><li>Generate receipt<\/li><li>Update reports<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Status Tracking Monitor invoice lifecycle: Status Progression Draft: Just generated, not sent Sent: Emailed to customer Viewed: Customer opened email Partial: Partial payment received Paid: Full payment received Overdue: Past due date Payment Integration When payments received: Update invoice status Record payment method Apply to customer account Generate receipt Update reports<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[15],"doc_tag":[],"class_list":["post-1321","docs","type-docs","status-publish","hentry","doc_category-billing"],"year_month":"2026-05","word_count":42,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Billing","term_url":"https:\/\/document.fieldax.com\/?doc_category=billing"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1321","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1321"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1321\/revisions"}],"predecessor-version":[{"id":1322,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1321\/revisions\/1322"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1321"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1321"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1321"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}