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B S
May 24, 2024
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Features
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Implement draft state for invoices/proposals
Would be great to have a little sticker that says if the quote/invoice is 1) Draft 2) Sent 3) Accepted 4) Rejected 5) Paid in full for example with colors
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B S
May 24, 2024
4
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MaxDec 2, 2024
Related: https://cakedesk.canny.io/feature-requests/p/lock-invoices-after-exporting-sending-them
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MaxAug 1, 2025
Thanks everybody for voting on this feature request. It's currently the most-requested feature and I'd be very interested to get some more input here. - When do you wish invoices had clearer status labels? What situations come up where "unsent/sent/paid" doesn’t give you enough clarity? - How do you currently keep track of which proposals were accepted, rejected, or replaced? - Do you ever revisit old proposals or invoices and struggle to understand their current state? - If you’ve used other tools, did their status systems help you in a specific way? Many thanks in advance for sharing your thoughts! :)
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Tim TationAug 2, 2025
For my understanding this feature was already implemented with the new "paid-button functionalities", I could only imagine improving it by having more states (including a real draft state, which is probably the most important) with different colors (e.g. paid = green, blue = accepted, purple = sent, orange = draft, red = rejected).
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MaxAug 8, 2025
Tim Tation Thanks for your input! I guess the actually missing piece right now is the draft functionality :)