To provide better visibility in sending documents to your customers, status tracking allows you to see when your customers have opened the documents you’ve sent them.
Invoice2go Status Tracking gives you the ability to see how your customers are interacting with the documents you've sent them. Each document that you send will have a status assigned to it that can be viewed from your document lists and from the Today section of your Home Screen.
Invoices
There are six different invoice statuses:
- Printed — the document has been printed
- Sent — the document has been emailed or messaged (via SMS) to your customer, but not yet opened
- Opened— the document has been sent to and opened by your customer
- Overdue — the due date for the document has passed
- Fully Paid — the invoice has been fully paid by the client
- Partially Paid — partial payment has been collected for the invoice
Invoices in the Unpaid folder will be either Due or Overdue, Unsent, Sent, or Opened. A printer icon will indicate that you have Printed the invoice. For example, when your customer opens the document you’ve emailed them, the status under the invoice total will change from Sent to Opened.
Invoices in the Paid folder will be either Fully Paid or Partially Paid.
Estimates
Estimates in the Pending folder will display the same type of statuses as Invoices in the Unpaid folder, but Estimates in the Done folder will be marked as Approved or Declined.
- Printed — the document has been printed
- Sent — the document has been emailed or messaged (via SMS) to your customer, but not yet opened
- Opened— the document has been sent to and opened by your customer
- Overdue — the due date for the document has passed
- Approved — the estimate has been approved by the client
- Declined — the estimate has been declined by the client
Note: Due to current Android limitations, if you are sending documents from an Android device, the status of your document may not change when your customer opens the email; however, if your customer opens the email and then clicks either the payment link or payment notification link, then your document status will change from SENT to OPENED.