Document status tracking gives you the ability to see how your clients are interacting with the documents you've sent them. Each document that you send will have a status assigned to it that can be viewed from your document lists and from your home screen.
Invoices
There are six different invoice statuses:
- Printed — the document has been printed
- Sent — the document has been emailed or messaged to your client, but not yet opened
- Opened— the document has been sent to and opened by your client
- Unsent- the document has not yet been sent to your client
- Overdue — the due date for the document has passed
- Fully Paid — the invoice has been fully paid by the client
Invoices in the unpaid folder will consist of due or overdue unsent, sent, opened, and partially paid invoices. A printer icon will indicate that you have printed the invoice. When your client opens the document you’ve sent them, the status under the invoice total will change from sent to opened.
Invoices in the Paid folder will be Fully Paid.
Estimates
Estimates in the pending folder will display the same type of statuses as invoices in the unpaid folder, but estimates in the done folder will be marked as approved or declined.
- Printed — the estimate has been printed
- Sent — the estimate has been emailed or messaged to your client, but not yet opened
- Opened— the estimate has been sent to and opened by your client
- Unsent- the document has not yet been sent to your client
- Overdue — the due date for the estimate has passed
- Approved — the estimate has been approved by your client
- Declined — the estimate has been declined by your client