Marking an invoice paid records a received payment; it then drops off the receivables dashboard.
Service reminders
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Overdue & due within 60 days. Done clears a reminder; Quote/Invoice loads that client to re-bill.
Open quotations
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Quotations saved in the hub (last 90 days) with no invoice for the same client since. Quotes that convert do so in a median 10 days — follow up on day 7 and again on day 21. Quotes made in Word are not listed. Read-only.
Open a saved document
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Reprint keeps the original number · Duplicate assigns a new one on save.