When viewing the proposals list, invoices list, or purchase orders list in a project, there is a status shown for each document. The statuses will be broken down below:
PROPOSALS:
- Open: you are still working on the proposal and it has not been sent to your client yet. No payments have been received/recorded.
- Sent: you have sent the proposal to your client but it has not been paid or approved yet.
- Approved: your client received and reviewed the proposal and clicked "Submit Approval" to indicate they have approved the items on the proposal. If you had enabled the "approval per line item" option, items may be marked as approved or declined.
- Partially Paid: your client has made a partial payment of the proposal total, though there is still a remaining open balance due.
- Paid: your client has paid the proposal in full, there is no remaining balance due.
- Invoiced: you have converted the proposal to an invoice and the proposal is now closed. All approved line items have moved over to the connected invoice, as well as any payments received on the proposal.
- Partially Invoiced: you have only invoiced some of the line items on the proposal while others have not yet been invoiced.
- Closed: you clicked the "Close" button on the proposal to zero out the proposal total and mark it as closed. You can no longer take payments on it or convert it to an invoice.
INVOICES
- Open: 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 ORDERS (POs)
- Open: you are still working on the PO and it has not been sent to your vendor yet. No payments have been made/recorded.
- Sent: you have sent the PO to your client 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.
- Closed: you have clicked "Close" on the PO, zeroing out the total and marking it as "closed"