Understanding the different document statuses

Introduction

The documents Powered Now creates (Invoices, Quotes and Credit Notes) are categorised by a number of different statuses. This way it is easy for you to quickly check what has been sent, requires payment or has been accepted!

To see the status of a document on the tablet if you are in horizontal mode you can see the status at the top. Alternatively you can use the filters on the specific document pages on both tablet and phone.

Video

This video shows the tablet version of Powered Now creating an invoice, and the changes to the status. There is a full breakdown of the statuses below

Status Overview

Invoices

  • Raised - You have created an invoice, but not sent it to your customer yet.
  • Pending Payment - You have sent an invoice to your customer but you have not make it as paid, or the customer hasn't paid via PayPal.
  • Paid - The invoice has been marked as paid.
  • Over Paid - The invoice has too much money marked as paid, for example if the invoice was £100 and has been paid £101 then it would be Over Paid.
  • Part Paid - The total amount on the invoice has not been paid, for example if the invoice was £100 and £99 has been paid it would be Pard Paid.

Quotes / Estimates

  • Raised - You have created a quote, but not yet sent it to the customer.
  • Sent - You have sent the quote to your customer but it hasn't been accepted or rejected yet.
  • Client Accepted - Your client has accepted the quote.
  • Client Rejected - Your client has rejected the quote.

Credit Notes

  • Raised - You have created a quote, but not yet sent it to the customer.
  • Pending Payment - You have sent it to the customer and the amount of the credit note is still outstanding. You can't mark a credit note as paid, but this will clear when the credit note is completed.
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