Overview
Keeping track of your invoice status in Quickly is essential for ensuring timely payments and understanding where your invoice is in the approval process.
Why It’s Important:
Transparency: Provides clear visibility into the invoice lifecycle.
Efficiency: Helps manage follow-ups and expedite payments.
Control: Ensures you stay informed about the payment process.
How to View the Status of Your Invoice:
Access Your Invoice Dashboard:
Log in to your Quickly account and navigate to the "Invoices" section.
Locate the Invoice Status Field:
Each invoice will have a status field in the top right corner indicating its current state.
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.
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.
💡 Have questions or need further assistance? Strike up a conversation with our support team using the in-app chat messenger. We are always happy to help! |