Standalone Invoice Lifecycle

This article describes the lifecycle of STANDALONE type invoices—invoices you create independently, as opposed to order invoices, which are created automatically by Wix eCommerce for existing orders. When the first payment is made, a Wix eCommerce order is created automatically and stored in reference.standaloneReference.orderId to process all payments for the invoice.

Invoices move linearly from DRAFT through publication to PAID. At any point after publishing, an invoice can also be voided.

Statuses

Status	Description
DRAFT	Initial state. The invoice can be updated before an invoice number is allocated.
PUBLISHING	The invoice is being assigned a number. The invoice can't be updated.
PUBLISHED	The invoice is finalized with an allocated number and is ready for payment. The invoice can be updated.
PARTIALLY_PAID	At least 1 payment has been received but the invoice isn't fully paid. The invoice can be updated.
PAID	The invoice is fully paid. The invoice can't be updated.
VOIDED	The invoice is canceled and is no longer valid. Any payments made before voiding are preserved for the audit trail.

Available actions

Available actions are determined by the invoice's current status.

Invoice status	Available actions	Restrictions
DRAFT	DELETE, UPDATE, PUBLISH, GENERATE_PDF_DOCUMENT	Can't be archived. To remove a draft invoice, delete it.
PUBLISHING	ARCHIVE, GENERATE_PDF_DOCUMENT, MARK_AS_SENT, MARK_AS_VIEWED	Invoice content can't be updated.
PUBLISHED	UPDATE, PAY, SEND, VOID, ARCHIVE, GENERATE_PDF_DOCUMENT, MARK_AS_SENT, MARK_AS_VIEWED	Invoice content can be fully updated except presetProperties.presetId.
PARTIALLY_PAID	UPDATE, PAY, SEND, VOID, ARCHIVE, GENERATE_PDF_DOCUMENT, MARK_AS_SENT, MARK_AS_VIEWED	Invoice content can be fully updated except customerInfo, shippingInfo, businessDetails, regionalProperties, deposit, presetProperties.presetId.
PAID	SEND, VOID, ARCHIVE, GENERATE_PDF_DOCUMENT, MARK_AS_SENT, MARK_AS_VIEWED	Invoice content can't be updated.
VOIDED	SEND, ARCHIVE, GENERATE_PDF_DOCUMENT, MARK_AS_SENT, MARK_AS_VIEWED	Invoice content can't be updated but the invoice can be archived.

ARCHIVE is available for all statuses except DRAFT, but only when the invoice isn't already archived. Once archived, UNARCHIVE becomes available instead.

Changes after first payment

When a customer makes the first payment on a standalone invoice, the following changes occur automatically:

• Wix eCommerce order creation: A Wix eCommerce order is created to process the transaction. The order ID is stored in reference.standaloneReference.orderId and is used to manage all subsequent payments for the invoice.
• Status transition: The invoice status transitions from PUBLISHED to either PARTIALLY_PAID or PAID, depending on the payment amount.
• Information lock: The invoice's customerInfo, shippingInfo, regionalProperties, businessDetails, and deposit become locked and can't be updated.
• Payment request management: If a payment request was generated using Initiate Payment, it's automatically voided after a successful payment to prevent duplicate transactions. A new payment request must be initiated for any remaining balance.