Status Breakdown for Estimates, Proposals, Invoices and Purchase Orders
When viewing the estimates/proposals list, invoices list, or purchase orders list in a project, there is a status shown for each document, letting you and your team quickly see what stage each one is in. Here is a breakdown of each status by document type:
Estimate/Proposal Statuses:
- Draft: You are still working on the estimate/proposal and it has not been sent to your client yet. No payments have been received/recorded.
- Sent: You have sent the estimate/proposal to your client but it has not been paid or approved yet.
- Approved: Your client received and reviewed the estimate/proposal and clicked "Approve" to indicate they have approved the items. If you had enabled the "approval per line item" option, items may be marked as approved or declined.
- Declined: Your client received and reviewed the estimate/proposal and clicked "Decline" to indicate they have declined all of the items.
- Partially Paid: Your client has made a partial payment of the estimate/proposal total, though there is still a remaining open balance due.
- Paid: Your client has paid the estimate/proposal in full, there is no remaining balance due.
- Invoiced: You have converted the estimate/proposal to an invoice and the document is now closed. All approved line items have moved over to the connected invoice, as well as any payments received on the estimate/proposal.
- Partially Invoiced: You have only invoiced some of the line items on the estimate/proposal while others have not yet been invoiced.
Invoice Statuses
- Draft: You are still working on the invoice and it has not been sent to your client yet. No payments have been received/recorded.
- Sent: You have sent the invoice to your client but it has not been paid yet.
- Partially Paid: Your client has made a partial payment of the invoice total, though there is still a remaining open balance due.
- Paid: Your client has paid the invoice in full, there is no remaining balance due.
Purchase Order Statuses
- Draft: You are still working on the PO and it has not been sent to your vendor yet. No payments have been made/recorded.
- Approved: You or a team member has reviewed the PO and clicked "Approve" to indicate they have approved the items in the order and it's ready to be sent to the vendor.
- Sent: You have sent the PO to the vendor but you have not paid it yet.
- Partially Paid: You have made a partial payment of the PO total, though there is still a remaining open balance that you owe to the vendor.
- Paid: You have paid the PO in full, there is no remaining balance due.
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