Invoice Statuses
At any stage in an invoices life-cycle, it can be assigned 1 of 5 statuses which are: ‘Draft’, ‘Paid’, ‘Unpaid’, ‘Overdue’ and ‘Cancelled’.
Statuses can be manually set by choosing the Status drop-down when editing an invoice.
Statuses will sometimes also be automatically changed by the plugin depending on the circumstances.
An invoice status will automatically change:
- from Unpaid to Overdue if the due date for the invoice is past
- from any status to Paid if client makes payment via PayPal (or Stripe)
- from Draft to Unpaid when sending the client the invoice using the PDF & Email extension
Quote Statuses
At any stage in a quote life cycle, it can be assigned 1 of 4 statuses which are: ‘Draft’, ‘Sent’, ‘Declined’ and ‘Cancelled’.
Statuses can be manually set by choosing the Status drop-down when editing a quote.
Statuses will sometimes also be automatically changed by the plugin depending on the circumstances.
A quote status will automatically change:
- from any status to Sent when sending the client the quote using the PDF & Email extension
- from any status to Declined if the client declines the quote
A quote will change to an invoice automatically when a client Accepts the quote using the Accept Quote button.