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How do I view the status of my Invoice?
How do I view the status of my Invoice?

Keep track of your invoice status in Quickly and understand where your invoice is in the approval process.

Sandon avatar
Written by Sandon
Updated over 2 months ago

How to View the Status of Your Invoice:

  1. Access Your Invoice Dashboard:

    • Log in to your Quickly account and navigate to the "Invoices" section.

  2. Locate the Invoice Status Field:

    • Each invoice will have a status field in the top right corner indicating its current state.

  3. Understand Status Indicators:

    • Draft: Invoice is being created and has not been sent.

    • Sent: Invoice has been sent to the client.

    • Approved: Invoice has been approved by the client.

    • Declined: Invoice has been declined by the client.

    • Partially Paid - An invoice that has received payment not equaling the total amount due.

    • Paid: Payment has been made.

Factors Influencing Status Changes:

  • Client's Internal Processes: The time it takes for an invoice to move from Sent to Approved.

  • Bank's Payment Terms: The duration for the payment to be processed after approval.

By regularly checking the status field, you can stay informed about the progress of your invoices and ensure timely payments.

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