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Tracking Payments
Omako tracks the payment status of every invoice so you always know what you've been paid and what is outstanding.
Invoice Statuses
| Status | Meaning |
|---|---|
| Draft | Not yet sent to the client |
| Sent | Shared with the client, awaiting payment |
| Paid | Payment received in full |
| Overdue | Past the due date and not paid |
| Void | Cancelled — no longer payable |
Omako automatically changes an invoice from Sent to Overdue once the due date passes and no payment has been recorded.
Recording a Payment
When a client pays, open the invoice and go to the Payments tab. Click Mark as paid or Record payment.
Fill in:
| Field | Notes |
|---|---|
| Payment date | When you received the money |
| Amount received | Defaults to the full invoice amount; can be partial |
| Payment method | Bank transfer, UPI, cheque, cash, etc. |
| Reference | Transaction ID or UTR number |
| Notes | Any internal notes |
Once a payment is recorded that covers the full amount, the invoice status changes to Paid and the invoice is locked from further editing.
Partial Payments
You can record multiple partial payments against a single invoice. The invoice stays in Sent or Overdue status until the full amount is covered. The Payments tab shows each payment entry and the running balance.
Automatic Payment Reminders
When you send an invoice to a client, Omako automatically schedules three reminder emails to the client:
| Timing | What is sent |
|---|---|
| 7 days after sending | First friendly reminder |
| 14 days after sending | Second reminder |
| 21 days after sending | Final reminder |
Each reminder checks that the invoice is still unpaid before sending. If you mark the invoice as paid, any pending reminders are cancelled automatically — your client will not receive reminders for an invoice that has already been settled.
Reminders are sent to the email address on the client's profile. If the client has no email address on file, reminders are skipped.
Overdue Alerts
Overdue invoices appear:
- On the Dashboard stats card (Outstanding Invoices)
- In the Invoices list with a red Overdue badge
- On the Project invoice summary strip
Voiding an Invoice
If an invoice was sent in error or needs to be cancelled, change its status to Void. Voided invoices are retained for your records but are excluded from payment totals and GST reports.
WARNING
Voiding is different from deleting. A voided invoice remains visible in your records for audit purposes. Use void for sent invoices; delete is only available for drafts.