Quotes

How do I change the status of an invoice or quote?

Last updated: 11 May 2022

At any time, you can manually change the statuses of your documents, including canceling an invoice, changing its status to sent, or adding confirmed status to a quote.

To do this, go to the page listing your documents, then click on the color-coded label indicating the document’s status. When you click on it, you can select a new status.

Change the status of an invoice or quote

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