Project statuses and the journey

A project moves from Draft to Paid as its documents are sent, accepted, signed, invoiced, and paid. It only moves forward.

Every project has one status: Draft → Sent → Accepted → Contracted → Invoiced → Paid. Qufy sets it from what happens to the project's documents. It shows as a coloured badge on the project's row and at the top of its page.

Steps

  1. 1

    Draft: the project is new and nothing has been sent.

  2. 2

    Sent: a client link was made for one of its documents.

  3. 3

    Accepted: the client accepted a quote.

  4. 4

    Contracted: the client signed a contract.

  5. 5

    Invoiced: an invoice was sent or shared.

  6. 6

    Paid: every sent invoice on the project is paid, marked with “Mark paid” or confirmed after “Review payment”.

Good to know

  • Statuses only move forward. A declined quote or a new draft does not move a project back. There is no way to set a status by hand.
  • “Pipeline” counts your projects per status, with their money. It is on Home and at the side of Projects; press a status to see only those projects, and press the stage button in the toolbar to clear it.
  • Projects also has “All”, “Active” (everything not paid), “Paid”, and “Archived”, a search, and a client filter.
  • The project steps on the project page are a separate checklist: Quote, Contract, Work, Invoice, Paid. A done step shows its date or amount; the first step not done is highlighted, in red when an invoice is overdue.
  • Steps count as done when: Quote, a quote was sent or accepted, or any contract or invoice exists; Contract, a contract was signed; Work, time was tracked or an invoice went out; Invoice, an invoice is no longer a draft; Paid, every non-draft invoice is paid. Archived and declined documents do not count.

Last updated 6 Oct 2026

Was this helpful?