Statuses

Use this page to look up a status you see on a document and what you can do with it next.

Quotations

Status	Means	What you can do next
Open	The offer is still being discussed.	Edit it, accept or reject it, raise an invoice.
Accepted	The customer accepted. Read-only.	Raise one or more invoices, preview the PDF.
Rejected	The customer declined. Read-only.	Preview the PDF; raise an invoice if needed.

Invoices

Status	Means	What you can do next
Draft	Not issued yet; has a proforma number (`PF-`).	Edit, preview, issue or delete it.
Unpaid	Issued; nothing received yet.	Record a payment, issue a credit note, void it.
Partial Paid	Part received; a balance remains.	Record the rest, or credit it.
Paid	Nothing outstanding; payments cleared it.	Credit it if something was returned; remove a payment recorded in error.
Credited	Nothing outstanding; a credit note cleared some of it.	Nothing more to collect.
Cancelled	Voided; a credit note reversed it.	Open and read it only.

Credit notes

Status	Means	What you can do next
Draft	No number yet; no effect on the invoice.	Edit, print, issue or delete it.
Issued	Numbered (`CN-`) and applied to its invoice.	Apply its remaining credit, refund it, or cancel it.
Cancelled	Kept on record; its credit taken back.	Read it only.

Receipts and refunds

Status	Means	What you can do next
Active (receipt)	Its payments count on the invoices it paid.	Download the PDF, apply or refund unapplied money, void it.
Voided (receipt)	Its payments were taken off the invoices.	Read it only.
Completed (refund)	Money was paid back.	Void it if it was recorded in error.
Voided (refund)	The amount returned to its source.	Read it only.