{"id":150966,"date":"2026-10-14T14:59:01","date_gmt":"2026-10-14T14:59:01","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&p=150966"},"modified":"2026-10-18T12:19:11","modified_gmt":"2026-10-18T12:19:11","slug":"follow-up-statuses-and-actions-track-the-stage-of-every-client-invoice-and-document","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/follow-up-statuses-and-actions-track-the-stage-of-every-client-invoice-and-document\/","title":{"rendered":"Follow-Up Statuses and Actions: Track the Stage of Every Client, Invoice and Document"},"content":{"rendered":"
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Follow-up statuses help you see which stage each client, invoice or document has reached, such as Potential client<\/strong>, Contacted<\/strong> or Awaiting payment<\/strong>, using statuses you define with names and colors that suit your business. Actions are a list of what is done with the client, such as Phone call<\/strong> or Visit<\/strong>, and are recorded with notes and appointments. This guide explains how to set up statuses and actions, assign them, filter by them, and change them for several records at once.<\/p>\n

🛈<\/span><\/p>\n

Note:<\/strong> The Follow Up Clients<\/strong> app must be enabled from Apps Manager<\/strong><\/a>, and you need the Edit Client Settings<\/strong> permission to manage statuses and actions.<\/p>\n<\/div>\n

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Contents<\/p>\n

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  1. Where are statuses and actions managed?<\/strong><\/a><\/li>\n
  2. Adding statuses<\/strong><\/a><\/li>\n
  3. Enabling statuses for invoices and documents<\/strong><\/a><\/li>\n
  4. Setting a record’s status<\/strong><\/a><\/li>\n
  5. Primary and secondary statuses for clients<\/strong><\/a><\/li>\n
  6. Filtering and bulk changes<\/strong><\/a><\/li>\n
  7. The actions list<\/strong><\/a><\/li>\n
  8. Error messages and solutions<\/strong><\/a><\/li>\n
  9. FAQ<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Where are statuses and actions managed?<\/h2>\n\n\n\n\n\n\n\n\n
    Records<\/th>\nStatuses<\/th>\nActions<\/th>\n<\/tr>\n
    Clients<\/strong><\/td>\nClient statuses<\/strong><\/a><\/td>\nClient actions<\/strong><\/a><\/td>\n<\/tr>\n
    Sales invoices<\/strong><\/td>\nInvoice Statuses<\/strong><\/a><\/td>\nInvoice actions<\/strong><\/a><\/td>\n<\/tr>\n
    Estimates<\/strong><\/td>\nEstimate Statuses<\/strong><\/a><\/td>\nEstimate actions<\/strong><\/a><\/td>\n<\/tr>\n
    Purchase invoices<\/strong><\/td>\nPurchase invoice statuses<\/strong><\/a><\/td>\nPurchase invoice actions<\/strong><\/a><\/td>\n<\/tr>\n
    Work orders<\/strong><\/td>\nWork order statuses<\/strong><\/a><\/td>\nWork order actions<\/strong><\/a><\/td>\n<\/tr>\n
    Sales orders<\/strong><\/td>\nSales Order Statuses<\/strong><\/a><\/td>\n\u2014<\/td>\n<\/tr>\n<\/table>\n

    Bookings, purchases, manufacturing orders, construction projects and workflows also have statuses, managed from each module’s settings.<\/p>\n

    Adding statuses<\/h2>\n
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    1. Open the statuses page for the records you need from the table above.<\/li>\n
    2. Click Add<\/strong> to add a new row.<\/li>\n
    3. Enter the Name<\/strong> and choose the Color<\/strong>. For work orders, construction and workflows, choose the Type<\/strong>: Open<\/strong> or Closed<\/strong>.<\/li>\n
    4. Drag the statuses to reorder them, then save. The message Statuses have been updated<\/strong> appears.<\/li>\n<\/ol>\n

      Clients have two extra options: Sticky<\/strong>, to make the status a primary status, and Requires Follow-up<\/strong>, with a number of hours.<\/p>\n

      Enabling statuses for invoices and documents<\/h2>\n