By [verified author name], small-business billing support specialist with [verified years] of invoicing-software experience
Last reviewed: July 10, 2026
Invoice2go can show whether an invoice is unsent, sent, opened, overdue, partially paid, or fully paid. The status helps determine whether to resend the document, contact the customer, record an outside payment, or wait for processing. This independent guide is not affiliated with Invoice2go or BILL.
What Invoice2go does
Invoice2go is a web and mobile invoicing platform aimed at small businesses, contractors, consultants, and freelancers. Its tools include invoices, estimates, client records, expenses, projects, reports, online payment options, reminders, and document-status tracking.
The most useful workflow is not simply creating an invoice. It is confirming that the correct customer received it, checking whether it was opened, following up at the right time, and recording the eventual payment accurately.
Read the invoice status before resending
Invoice2go documents six invoice statuses:
| Status | What it means |
|---|---|
| Unsent | The invoice has not been sent |
| Sent | It was emailed or messaged but has not been opened |
| Opened | The customer selected View Invoice |
| Printed | The document was printed |
| Overdue | Its due date has passed |
| Fully Paid | The full balance has been recorded as paid |
Unpaid invoices may include unsent, sent, opened, overdue, and partially paid documents. Once an online payment settles against the full invoice, Invoice2go moves that document to the paid section.
Check the distinction between Sent and Opened first. A Sent status confirms that the sending action occurred inside the documented workflow, but it does not prove that the customer reviewed the invoice. An Opened status means the customer selected the invoice-viewing button, though it does not prove that the customer accepts the amount or intends to pay immediately.
That difference changes the follow-up.
For a Sent invoice, confirm the client address and ask the customer to check filtered email folders. For an Opened invoice that remains unpaid, refer to the invoice number, due date, and outstanding balance rather than sending repeated copies without context.
Why the customer may not receive the invoice
Delivery works differently on mobile and the web.
Invoices sent from an iPhone or iPad use the default Apple Mail account configured on the device. Android users send through the selected mail application, such as Gmail or another installed provider. Invoice2go says mobile users can inspect the email outbox to confirm that the message left the device.
Web delivery does not use the sender’s local mail program. Invoice2go sends web invoices from invoice2go@communications.2go.com, while the recipient’s reply-to address is set to the email associated with the Invoice2go account. The web application does not offer the same outgoing-address choice available through a mobile mail app.
This creates four concrete checks:
- Confirm the email saved in the client profile.
- Confirm whether the invoice was sent from mobile or the web.
- On mobile, inspect the sending mailbox and its outbox.
- In Invoice2go, check whether the status changed from Sent to Opened.
Do those checks first. Skip creating a replacement invoice until the original document and its status have been reviewed, since duplicate invoices can leave the customer unsure which balance is current.
An iOS device that sends the same message repeatedly needs a different fix. Invoice2go recommends updating the application and, when duplicates continue, removing and re-adding the affected email account in the iOS Mail settings.
Use reminders without chasing too early
Automatic payment reminders are enabled by default. Invoice2go’s documented schedule sends them three days before the due date, on the due date, three days after it, and seven days after it, provided the invoice has not been fully paid.
Reminder timing can be managed in the Client communication section of the account settings. A business can adjust its preferences rather than manually sending the same message every morning.
Pause before adding another reminder.
When automatic reminders remain active, an additional manual email can land beside a scheduled Invoice2go message. Review the reminder settings, invoice due date, status, and customer history before sending a separate follow-up.
The default schedule may not fit every job. A short residential repair, a commercial contract with a purchasing department, and a project requiring staged approval can have different payment cycles. The appropriate terms may also vary by contract and region.
Recurring does not mean automatically sent
Recurring invoices are easy to misread.
Invoice2go can create a new invoice every week, every two weeks, or every month, depending on the selected frequency and subscription access. When the next invoice is created, the user receives an in-app notification that it is ready for review. Invoice2go states that the document is not automatically sent to the customer without that review.
This protects against sending an outdated quantity, service description, price, tax treatment, or customer address. It also means the business must not assume that selecting Recurring invoice completed the monthly billing process.
Review first. Send second.
On mobile, the control appears under Recurring invoice on the invoice’s preview and manage screen. On the web, the frequency is selected from the Recurring invoice section before using Save and close. Availability depends on the Invoice2go plan.
Record full and partial payments correctly
Online payments made through an enabled Invoice2go payment option are recorded automatically against the invoice. Payments received outside that online flow, such as cash or check, can be recorded manually.
For a partial payment on mobile, open the invoice, select Record payment, enter the amount, payment method, date, and notes, then save. On the web, open the document, use the Preview or Send tab, and choose Add payment. Invoice2go subtracts the recorded amount and calculates the remaining balance.
For a full outside payment, use Mark as paid on mobile or enable Mark as fully paid in the web payment panel. A receipt can be sent during the process. The invoice is then moved to the paid section, and the payment appears in its transaction history.
A manually added payment can be removed from Transaction history if the amount or status was entered incorrectly. Invoice2go warns that deleting that payment cannot be undone, so compare the transaction details before confirming the removal.
Prioritize accurate payment history. Skip marking an invoice paid merely to remove it from the overdue list.
Send one statement for several invoices
A client statement is useful when the same customer has several invoices. Invoice2go creates statements at the client level and lets the business choose a date range and decide whether to show unpaid invoices only or all invoices. The statement option is disabled when the client has only one associated invoice.
Customers can pay several unpaid invoices through one statement when online payments are enabled both for the account and for each invoice included in that statement. Paid invoices remain visible but do not receive payment-selection checkboxes.
This is cleaner than sending four unrelated reminders to the same accounts-payable contact. It also gives both parties a consolidated view of the balance.
Open the client record, choose Create, select Statement, set the relevant period, and verify the invoices before delivery.
Keep online payment entry inside the invoice
When online payments are enabled, the customer receives a Pay now option on the invoice. The exact methods, processing times, fees, and regional availability depend on the configured payment service.
Card-payment environments are covered by the Payment Card Industry Data Security Standard. PCI DSS establishes baseline technical and operational requirements for environments that store, process, or transmit payment account data.
Keep payment entry within the enabled invoice checkout rather than moving the transaction into an informal communication channel. For a payment that appears missing, check the individual invoice’s transaction history and the Invoice2go Money area under Client payment options before changing the invoice status manually.
Invoice2go FAQ
Does Sent mean the customer opened my invoice?
No. Opened is a separate status.
Why is an invoice marked Overdue?
Its due date has passed while a balance remains unpaid. Review any partial payments and the invoice’s transaction history before contacting the customer.
Will a recurring invoice send itself?
No. Invoice2go creates the next document and sends an in-app notification, but the invoice must be reviewed and sent by the user.
When are automatic reminders sent?
By default, three days before the due date, on the due date, three days after, and seven days after.
Can a customer pay several invoices together?
Yes, through a payable client statement when online payments are enabled at the account level and on each included invoice.
Why is the Statement option unavailable?
The client may have only one invoice. Invoice2go enables client statements once multiple invoices are associated with that client.
Can I correct a payment entered manually?
Open the invoice’s transaction history and remove the manual payment. Invoice2go states that the deletion cannot be undone, so verify the selected transaction before confirming it.
What should I give Invoice2go support?
Provide the document type, invoice number, visible status, sending method, device or browser, approximate time of the problem, and the exact error wording. Use the Help Center’s Submit a request or Chat With Us route, and keep sensitive payment and authentication information out of the message.