Results for “statuses”

Reference

Account Statuses

crm/reference/account-statuses.md

# Account statuses Every CRM account sits at one of four statuses. New accounts start at **suspect**. | Status | Meaning | |---|---| | Suspect | A company that exists in the databa…

Reference

Billing period, transaction and invoice statuses

billing/reference/billing-period-and-transaction-statuses.md

# Billing period, transaction and invoice statuses Three records carry a status through the monthly run, and they are easily confused because two of them can read *Completed* at on…

Reference

Contract statuses and actions

billing/reference/contract-lifecycle.md

# Contract statuses and actions A contract's status is shown in the header of the contract screen and in the **Status** column of the contracts list. It determines what may be edit…

Reference

Job And Activity Statuses

service/reference/job-and-activity-statuses.md

# Job and activity statuses A job and its activities carry separate states. The job says how far the customer's problem has got; the activity says how a particular visit is going. …

Overview

About Billing

billing/overview.md

…riod that was billed wrong]]. **If you need a fact**, the reference section describes the statuses, the charge structure and the reconciliation settings exactly as the screens pres…

Overview

About CRM

crm/overview.md

…ges](how_tos/work-an-opportunity-through-its-stages.md) - **Checking a detail?** [Account statuses](reference/account-statuses.md) and [Opportunity stages and probability](referenc…

Overview

About Service

service/overview.md

…e-jobs-index.md), [The asset screen](reference/the-asset-screen.md) and [Job and activity statuses](reference/job-and-activity-statuses.md) - **Want to know why?** [How jobs and ac…

Reference

Background Jobs

admin/reference/background-jobs.md

…d or Failed | | Queued / Completed | When it entered the queue, and when it finished | ## Statuses | Status | Meaning | |---|---| | Queued | Waiting behind other jobs | | Working |…

How to

Correct a period that was billed wrong

billing/how_tos/correct-a-billed-period.md

…wo things: the transaction's status, and whether **Linked Invoice** names an invoice. The statuses and what each one permits are listed in [[billing/reference/billing-period-and-tr…

Tutorial

Find Your Way Around A Job

service/tutorials/find-your-way-around-a-job.md

…geable, and columns for backorders, allocation and invoicing. ## Step 6 — Compare the two statuses Go back to the Jobs list and find your job. Look at its **Status** column, then r…

Tutorial

Follow one contract through a month

billing/tutorials/follow-one-contract-through-a-month.md

…ber tells you where the agreement stands; [[billing/reference/contract-lifecycle|Contract statuses and actions]] lists every status and what can be done from it. ## 3. See what it …

Explanation

How Accounts And Opportunities Drive Each Other

crm/explanation/how-accounts-and-opportunities-drive-each-other.md

…e of a win. Any weighted total has to exclude closed opportunities. ## Related - [Account statuses](../reference/account-statuses.md) - [Opportunity stages and probability](../refe…

Explanation

How Jobs And Activities Fit Together

service/explanation/how-jobs-and-activities-fit-together.md

…s activities. A job with no activities has nothing on it at all. **The two carry separate statuses**, and they routinely disagree. A job is *Open* while its current activity is *Ra…

Reference

Job Activities And Required Items

service/reference/job-activities-and-required-items.md

… allocation](../explanation/about-backorders-and-stock-allocation.md) - [Job and activity statuses](job-and-activity-statuses.md)

Reference

Opportunity Stages And Probability

crm/reference/opportunity-stages-and-probability.md

…nity through its stages](../how_tos/work-an-opportunity-through-its-stages.md) - [Account statuses](account-statuses.md)

How to

Progress A Visit

service/how_tos/progress-a-visit.md

…](../explanation/how-jobs-and-activities-fit-together.md). ## Related - [Job and activity statuses](../reference/job-and-activity-statuses.md) - [Job activities and required items]…

Tutorial

Read An Account

crm/tutorials/read-an-account.md

… stands, who to talk to, what they have, and what has already been said. Next: - [Account statuses](../reference/account-statuses.md) - [How accounts and opportunities drive each o…

How to

Run the monthly billing review

billing/how_tos/run-the-monthly-billing-review.md

…e an invoice is generated from it. See [[billing/reference/billing-period-and-transaction-statuses|Billing period, transaction and invoice statuses]] for what each status permits. …

Reference

Service Invoices

service/reference/service-invoices.md

…ches BMS](../../xero/reference/where-xero-touches-bms.md). ## Related - [Job and activity statuses](job-and-activity-statuses.md) - [Accounting for stock and cost of goods](../../a…

Reference

The Account Screen

crm/reference/the-account-screen.md

…rt** sit above it, and **Public Filters** carry shared saved views. ## Related - [Account statuses](account-statuses.md) - [Read an account](../tutorials/read-an-account.md)

Reference

The Deal Screen

sales/reference/the-deal-screen.md

… deal | | Profitability | The deal's profit breakdown | | History | Audit trail | ## Deal statuses | Status | Meaning | |---|---| | Draft | Being put together; not yet committed | …

Reference

The Jobs Index

service/reference/the-jobs-index.md

…](../explanation/how-jobs-and-activities-fit-together.md). ## Related - [Job and activity statuses](job-and-activity-statuses.md) - [Work the unallocated queue](../how_tos/work-the…

How to

Work An Opportunity Through Its Stages

crm/how_tos/work-an-opportunity-through-its-stages.md

…ty stages and probability](../reference/opportunity-stages-and-probability.md) - [Account statuses](../reference/account-statuses.md)

How to

Work The Unallocated Queue

service/how_tos/work-the-unallocated-queue.md

…he Jobs index](../reference/the-jobs-index.md) — every tab and column - [Job and activity statuses](../reference/job-and-activity-statuses.md)