Understanding Payment Statuses
This article documents the Payment Record statuses and Invoice payment statuses directly observed in this capture.
Who this is for: Owners or staff who need to distinguish executed payment statuses from observed-only labels.
Before you begin
Section titled “Before you begin”- An existing synthetic Payment Record.
Directly executed and observed
Section titled “Directly executed and observed”-
Recorded (Payment Record status) — reached immediately after saving a new Payment Record via Save as Paid. Directly executed and observed in this capture.
The Recorded status immediately after saving a Payment Record.
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Unpaid (Invoice payment status) — the starting state of the synthetic Invoice before any payment, directly observed.
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Partially Paid (Invoice payment status) — directly observed on the synthetic Invoice after a partial Payment Record was applied, with the message that the invoice has a remaining balance.
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Paid (Invoice payment status) — directly executed and observed after the synthetic Invoice’s full remaining balance was paid, with the message that it was paid in full.
Invoice payment status after full remaining balance allocation.
Observed but not executed
Section titled “Observed but not executed”Void (Payment Record status) — observed on pre-existing synthetic Payment Records for the same approved Demo Customer / synthetic Invoice used in this batch. The void transition itself was not executed as part of this capture session; the Void status and its associated Void Reason and Voided At fields were reviewed on already-void records only.
A pre-existing Void Payment Record. The Void transition was not executed in this capture.
A visible status is not proof that this capture executed the underlying transition. Filter labels (such as the Void tab in the Payments list) are not proof of executed transitions.
Warnings and notes
Section titled “Warnings and notes”- Refunds, chargebacks, and reversals were not executed or observed as completed workflows in this batch.
- Deterministic OperelliOS logic owns official payment and invoice payment statuses. AI does not control these states.