Invoices and Payments FAQ - Billabex

Invoices and Payments

How do I edit the paid amount of an invoice?

You can manually edit the paid amount of an invoice from the platform or by sending a request to the AI agent.

From the platform:
  1. Go to the Invoices module or to an account via Accounts > Invoices.
  2. Click Options > Edit paid amount.
  3. Enter the amount and confirm. The invoice and payment statuses are updated automatically.
By email:
  1. Send an email to the AI agent specifying the account name and the relevant invoices.
  2. The agent will adjust the paid amount and take the change into account in its upcoming follow-ups.
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This is useful for partial payments or manual adjustments not synchronized with an invoicing tool.

What does the "Overdue" or "Partially paid" status mean?

In Billabex, two statuses are associated with each invoice:
  1. the invoice status (Issued, Overdue, Paid)
  2. the payment status (Unpaid, Partially paid, Paid)
1. Invoice status
This status is calculated automatically from the due date and paid amount:
  1. Issued: the invoice is still within its payment terms.
  2. Overdue: the invoice is past due and payment has not been received in full.
  3. Paid: the full amount due has been settled.
2. Payment status
This status reflects the payment progress:
  1. Unpaid: no payment received.
  2. Partially paid: a partial payment has been recorded.
  3. Paid: the invoice is fully settled.
These statuses are visible in the invoice details.

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The AI agent automatically adjusts its follow-ups based on these two statuses.