Words you'll see in Track and Invoice
Accepted. A quote status. Your client accepted the quote on the quote page, or an Admin marked it accepted. See what happens when your client accepts a quote.
Active. A project or task that is still in progress. Also the normal state of a recurring series, before you pause or end it.
Admin. A team role that can change settings, send invoices, connect payments, and see company reports. See how to invite your team.
Archived. A client or catalog product that is hidden from normal pick lists and kept in your data. Archiving is not the same as deleting.
Balance invoice. The draft invoice for the rest of a job after a quote deposit is paid. See how to ask for a deposit.
Billable. Time or an item you plan to charge for. Turn it off and that work stays out of unbilled totals. See how to log time.
Cancelled. A status on a project or a task. It means that job is not going ahead. It is not the invoice status. An invoice you cancel in the app is labeled Void. A recurring series you stop is labeled Ended.
Changes requested. A quote status. The client asked for changes and did not accept.
Completed. A project or task you marked finished.
Declined. A quote status. The client declined the quote.
Deposit invoice. The invoice for the deposit on an accepted quote. It is due on receipt and is separate from the Balance invoice. See how to ask for a deposit.
Draft. An invoice or quote that has not been sent. The client does not have it yet. See how to create and send an invoice.
Ended. A recurring series that has been stopped. It will not create another invoice. Invoices it already created stay. See how to pause or stop a recurring invoice.
Expired. Shown on a quote when Valid Until has passed. It is not saved as its own status. A draft, sent quote, or changes-requested quote can show Expired.
Locked. A time entry on an invoice that has been sent. The badge says Locked. You cannot edit it until the invoice is voided. See how to edit or delete a time entry.
Outstanding. The unpaid remainder of invoices that are sent, overdue, partially paid, or processing. Drafts, paid invoices, and void invoices are not outstanding.
Overdue. An unpaid invoice whose due date has passed. A partially paid invoice past its due date can also show Overdue.
Paid. The payments on an invoice cover its total. See how to record a payment.
Partially paid. Some money is recorded, and the total is not covered yet.
Paused. A recurring series that is on hold. It does not create invoices until you resume it. See how to pause or stop a recurring invoice.
Processing. A bank payment has been submitted and is not confirmed yet. The invoice is not Paid until it clears.
Recently Deleted. The Admin list under Settings, then Data, of records deleted in the last 30 days. See how to restore something you deleted.
Sent. A quote or invoice that has been emailed or marked sent. The client can have the link or the PDF.
Taxable. A line that is included in sales tax. See which lines are taxed.
Unbilled. Billable time or items that are not on any invoice, including drafts.
User. A team role for day-to-day work. A User does not change company payment settings or see the full reports. See how to invite your team.
Void. An invoice that no longer needs to be paid. The pay link stops working. The invoice stays in your history. In the database this status is stored as cancelled, and the screen says Void. See how to fix a mistake on a sent invoice.
Common questions
No. Cancelled is for a project or a task. Void is for an invoice. Ended is for a recurring series.
Expired is calculated from Valid Until. The saved status can still be Sent, Draft, or Changes requested.
When the due date has passed, the badge can say Overdue even though a payment is recorded.
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