The status lives on the document itself. Open the quote or invoice and change it there — you don't need to go into Edit, and the edit form no longer has a Status box.
Where it is
- On a computer: open the quote or invoice. Status is at the top of the column beside the document, above the dates. Click it and pick the new one.
- On a phone: open it and pull up the actions at the bottom. The top row of the block with Edit, Share and Print is Status, showing where it is now. Tap it for the list.
You're only offered the changes that make sense for where it is now.
Quotes
Pick Draft, Sent, Accepted, Rejected or Expired. Once a quote is accepted you can also pick Date offered – awaiting confirmation, Deposit paid or Booked in. See where an accepted quote has got to.
- Rejected asks why you lost it, the same as always.
- Accepted asks whether to put it on the diary.
- Sent records that you've sent it yourself. It doesn't email anything.
Invoices
Pick Sent, Paid, Cancelled, or take a sent one back to Draft.
- Paid opens Record a payment with the amount filled in, so the money is recorded properly and goes to Xero, QuickBooks or FreeAgent. An invoice is never just labelled paid with nothing behind it. See Record a payment.
- Cancelled opens Void invoice, which asks for a reason and what to do in your accounts software. See Void an invoice.
- Sent records that you've posted it or handed it over yourself. It doesn't email anything.
- Draft is only offered while nothing has been paid against it.
Overdue and Partially paid aren't on the list. Overdue follows from the due date and partly paid follows from the payments you record, so they keep themselves right.