SalesDoc Status Settings allow you to control how a SalesDoc moves through your workflow based on key actions.
These settings define what happens to the status when:
The SalesDoc is created
A customer accepts the document
A customer completes payment
To access these settings, click the top section of the SalesDoc (where the action buttons are displayed). This opens the Customer Actions and Status toolbox on the right-hand side.
Scroll down in the toolbox to find the SalesDoc Status section.
How Status Settings Work
There are three key status triggers you can configure:
On SalesDoc Creation
Define the status applied when the SalesDoc is first saved.
This is typically used to indicate that a document is newly created, such as:
Created
Draft
New Opportunity
When Customer Clicks Accept
Choose the status that should be applied when the customer clicks the Accept button.
For example:
Accepted
Approved
Note: If your SalesDoc is linked to a SalesStore, this same status change will also apply when a customer selects Pay Later.
When Customer Completes Payment
If you have connected Stripe, you can define the status that applies once payment is successfully completed.
For example:
Paid
Accepted
What This Looks Like in Practice
Once configured:
Saving a SalesDoc will apply your creation status
Customer actions (Accept or Pay) will automatically update the status
These updates will be reflected in your SalesBoard
Using Status Settings Effectively
These settings are more than just labels—they define your workflow.
You can create structured processes by combining:
Status settings
Templates
For example:
Create one template with status Created – New Customer
Create another with Created – Repeat Customer
By choosing the right template when creating a SalesDoc, you instantly categorize your pipeline—improving visibility and reporting.
Pro Tips 💡
Save your preferred status settings into templates to keep your workflow consistent
Use status naming strategically to reflect stages in your sales process
Combine statuses with reporting to track performance across different customer types
This approach allows you to automate status updates while keeping full control over how your pipeline is structured and tracked.