Invoice status determines the type of the invoice. The type of an invoice has a big impact on stock control and how the stock levels are calculated.
Invoice type can be modified manually but this also changes automatically as items are dispatched, picked up, etc.
An invoice which is set to type “order” will hold the quantity of stock on the order. It will still be counted as warehouse stock because the order is not yet sent, however it is not counted as “instock” and won’t sell. (read more about held stock here)
It important to note that when the due date of an order is reached and it is still unpaid, the order type will change to “void”. Releasing the hold and returning the held product to stock so they can be relisted. (Read more about automatically voiding orders here)
When a tracking number is entered on such orders or the status is set to pickedup, any order of type quote will automatically change to type invoice.
Doing this will also automatically change the order type from order/quote to type invoice. Therefore it will also deduct the quantity of stock listed on the order/quote from the products on the order/quote.
An invoice of type “refund” is treated exactly the same as an order of type “invoice. The items listed on it remain completely removed from stock, however this status is used for your own reference purposes.
Invoices that are of type “void” do not hold any stock. These invoices also do not appear in the default invoice search results.
If quote is changed to void, there is no effect on stock as the quote was not holding stock in the first place.
Order types that have are unpaid and have no payments applied will will automatically change to void type when they reach the due date (depending on your settings) read more about this here (link to
Only unpaid order types will automatically void quote/invoice/refund types can be manually changed to void if required.
This post is also available in: Chinese (Simplified)