Client is confused about an invoice status

Support
1

I had the following message from a client today:-

I opened the invoice and was going to pay online via PayPal & my bank account. I clicked MAKE A 
SECURE PAYMENT WITH PAYPal, but it showed a PayPal credit card and fee. 
 I "cancelled" that transaction, intending to go back and select a different PayPal option.  But now your system is showing STATUS: SENT...even though I did not CLICK on SEND PAYMENT. 

I would go directly to my PayPal account, but not sure if somehow the payment went through.

I checked my PayPal account and payment wasn’t made (expected) so I told her to start over. But if the client is seeing the SENT stamp on an invoice is that a bug? At the very least it’s confusing.

2

Sent is the status to say its been sent to the client. It would have said sent before they attempted the first payment

3

As @Parker1090 mentioned SENT status means it has been sent to the client. If it were paid it would be marked with a PAID stamp. The system has always been like this, so it’s not something we have recently introduced.

I haven’t heard this being mentioned as a problem before, but we’re always open to feedback and would change this if there were consensus to do so.

In the mean time you can actually remove these stamps altogether within the invoice customisation area (Sales >> Invoice Customisation).

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4

I think the confusion the OP describes comes from the invoice summary page so that would still say ‘SENT’ would it not?

5

It would yes…

We could possibly change this to “UNPAID”, although that may well have undesirable consequences too. I know some users don’t ever mark invoices as paid, if their clients see “UNPAID” against invoices they’ve actually paid we’ll probably get some users asking us to change it back.

I suppose you could use CSS to hide that column.

6

I suppose it’s time to get the thesaurus out and see what else could go in the status column! Maybe ‘ISSUED’ or something similar?

7

While I’ve never had any problems with ‘SENT’, I suppose ‘ISSUED’ would be clearer

8

Guys,

Thanks for the responses. This particular client does seem to have ‘difficulty’ with quite a lot of standard or basic stuff so I am inclined to say that if it ain’t broke, let’s not fix it…especially if this client is the first and only to raise a question.

9

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