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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.

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