How to Mark Invoice Status in CarrierOS AI
Invoice status helps the office know what was sent, what needs follow-up, and what has been paid. Follow the steps below to mark invoice status in CarrierOS AI, then confirm the saved result before the office relies on it.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Mark invoice status in CarrierOS AI: quick answer
Open the invoice detail, choose the correct status, save the update, and use the Invoices list to follow sent, paid, overdue, disputed, or void invoices.
Before you start
- Confirm the invoice was sent or paid before changing status.
- Know whether a factoring company or customer is involved.
- Keep payment or dispute notes ready.
Step-by-step instructions
- From the left menu, open Accounting > Invoices.
- Find and open the invoice.
- Review current status and invoice amount.
- Change status based on what happened.
- Add notes if the invoice is disputed, void, or needs follow-up.
- Save and check the invoice list.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Draft: Not sent yet.
- Sent: Invoice packet has been sent.
- Paid: Payment has been received or confirmed.
- Overdue: Payment needs follow-up.
- Disputed: Customer or broker is questioning the invoice.
- Void: Invoice should no longer be collected.
What happens next
Use invoice statuses during weekly billing review and reports.
Common problems and fixes
- If status was changed by mistake, reopen the invoice and correct it.
- If paid totals look wrong, check invoice amount and payment status.
- If a dispute exists, keep notes and documents attached.
Tips for carrier offices
- Update status the same day payment is confirmed.
- Use notes for disputes.
- Keep sent and paid invoices separate for cleaner cash-flow review.
