Overview
There are several ways to track your invoice status, including by email notifications and within the notifications center. I've outlined three efficient ways to track a singular invoice in the Quickly platform.
Invoice cards
On your invoices page, you will see invoice cards. On those cards, you'll find badges with one of the following statuses: Draft, Sent, Approved, Declined, Partially Paid, or Paid.
Draft - An incomplete or unfinished invoice.
Sent - An invoice sent, with or without a request for early payment.
Approved - An invoice with billable services that have been approved by your client.
Declined - An invoice with billable services that have been declined by your client. A revision can be made to these invoices and resent to your client, if applicable.
Partially Paid - An invoice that has received payment not equaling the total amount due.
Paid - An invoice with billable services that have been approved by your client and payment has been successfully transferred.
Invoice review page
Clicking on any invoice card will open the invoice for easy review and editing. If the invoice has been sent, you'll see an invoice tracking section. This section will reflect the most recent information that we have.
Invoice folder filtering
In your invoices folder, at the top center of your screen is a bar with several filtering tabs as well as sorting functionality. Select the following tabs to view your invoices with the corresponding status.
Draft - Incomplete or unfinished invoices.
Sent - Invoices sent, with or without a request for quick payment.
Approved - Invoices with billable services that have been approved by your client.
Declined - Invoices with billable services that have been declined by your client. A revision can be made to these invoices and resent to your client, if applicable.
Paid - Invoices with billable services that have been approved by your client and payment has been successfully transferred.
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