What the statuses mean
Draft, Sent, Viewed, Accepted, Due soon, Overdue, Paid, Void and the other badges on your quotes and invoices.
Each quote and invoice has a badge with an icon and a word.
Quotes and estimates
| Badge | Meaning |
|---|---|
| Draft | Not sent yet. You can change or delete it. |
| Sent | Sent, not opened yet. |
| Viewed | The customer opened the page. |
| Accepted | The customer signed it. |
| Cancelled | The customer cancelled it within their right to cancel. |
Invoices
| Badge | Meaning |
|---|---|
| Draft | Not sent yet. |
| Sent | Sent, not opened yet. |
| Viewed | The customer opened the page. |
| Due soon | Due within 3 days. |
| Overdue | The due date has passed. This is the only red badge. |
| Paid | Nothing is left to pay. |
| Credited | Credit notes cleared it. |
| Refunded | Everything paid went back to the customer. |
| Void | Cancelled. It keeps its number and stays in your records. |
A partly paid invoice keeps its badge; its Payments section shows what is left to pay.
Find a document
The Quotes and Invoices tabs list the newest first. Search finds a document by job title, customer name or number.