Statuses: Overview

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This page is for TaxDome Pro users only. Switch tabs above to see the TaxDome Lite version.

What’s happening with an organizer, contract, invoice or message now that you’ve sent it to the client? TaxDome’s Status feature lets you know at a glance with color-coded tags. Statuses help prioritize the work and let you know when it might be your turn to take charge. Learn all about statuses here.

Covered here:

Task Statuses

Task statuses help you and your team keep track of tasks. The color-coded tags below show you what you need to know about tasks in the task list.

What the task statuses mean:

  • No Status: The task has not yet been given a status.
  • Planned: The task must be performed.
  • In Progress: The task is being performed.
  • Waiting for Client: The client needs to perform an action to complete the task.
  • Waiting for Signatures: A document needs to be signed to complete the task.
  • Completed: The task is done.

How to see task statuses:

  • On the Insights page, go to the Tasks: to do widget.
  • In Tasks, go to Overview for the client account.
  • In Tasks, go to Workflow. (Tip: Filter your tasks by status.)
  • On a job card (if a task is linked to the job).
  • When you move a job to a new stage.
  • In the task template.

To change a task’s status without editing it, hover your mouse over the status to display the other statuses, then select a new one.

To learn more about filtering a task list by status, go here.

Contract Statuses

Contract statuses help quickly identify whether a contract needs to be signed, has been fully signed or is awaiting one or more additional signers to sign.

What the contract statuses mean:

  • Pending: The contract must be signed.
  • Signed: All signers have signed.
  • Partially Signed: Not all signers have signed.

Filter your client account list to see which have pending or partially signed contracts. For more details, go here.

How to see contract statuses:

  • In the Clients section, go to Contracts.
  • In the Contracts section, go to Overview for the client account.
  • On a job card (if a contract is linked to the job).
  • When you move a job to a new stage.

Message Statuses

These statuses keep you and your team up-to-date on all new and pending messages. View them in the Clients section.

What the message statuses mean:

  • Active: The chat thread is still ongoing. To avoid clutter, archive or delete chats once you and the client have finished the exchange.
  • Unread: This means a message hasn’t yet been opened and read.

Clicking on the status of a message takes you to the chat thread. Filter accounts by message status: For more details, go here.

Organizer Statuses

Stay on top of your organizer statuses to get to work on new jobs ASAP.

What the organizer statuses mean:

  • Pending: The organizer has been sent to the client, and they must fill it out.
  • Finished: The client completed the organizer and uploaded all the requested documents.

How to see organizer statuses:

  • In the Clients section, go to Organizers.
  • In the Organizers section, go to Overview for the client account.
  • On a job card if an organizer is linked to the job.
  • When you move a job to a new stage.

Filter your client account list to see which have pending organizers: For more details, go here.

Invoice Statuses

Has a client paid you yet? Did you even send them an invoice? Find out quickly by checking your invoice statuses.

What the invoice statuses mean:

  • Paid: Yes—you guessed it—the client paid.
  • In progress: The client paid, but the payment hasn’t cleared yet. You most often see this status with Stripe payments, such as SEPA, Bacs or credit cards with 3-D Secure.   
  • Unpaid: The client hasn’t paid yet.
  • Overdue: The due date has passed and the client hasn’t paid. To learn how to change a due date, go here.

How to see invoice statuses:

  • Go to the Invoices page.
  • On a job card if the invoice is linked to the job.
  • When you move a job to a new stage.

Filter the list of invoices to see all the ones that are overdue. For more details, go here.

Payment Statuses

Quickly find out what’s going on with every payment by viewing their statuses.  

  • Paid: A payment in full was successfully completed.
  • In Progress: The client paid, and the payment is being verified (mainly card payments with 3D Secure and bank payments). The status changes to Paid once the bank approves the transaction. If something prevents the payment from going through, you’ll get an Inbox+ notification, and the payment status will switch to Failed.
  • Failed: The client’s bank declined the transaction. Suggest your client try again or contact customer service at their bank.  

How to see payment statuses:

  • On the Invoices page, go to the Payments tab to see all payments. 
  • On the Clients page, go to Invoices and then open the Payments tab to find ones from specific accounts. 
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This page applies to TaxDome Lite pricing plan only. Please switch the tab above to see TaxDome Pro related content.

What’s happening with a document or message now that you’ve sent it to the client? TaxDome's Status feature lets you know at a glance with color-coded tags. Statuses help you prioritize your work and know when it’s your turn to take charge. Learn all about statuses on TaxDome Lite.

Covered here:

Message Statuses

These statuses keep you and your team updated about all new and pending messages. View them in the Clients section:

  • Active: This means there is an unfinished chat thread. To avoid clutter, archive or delete chats once you and the client have completed the chat.
  • Unread: This means a message hasn’t yet been opened and read.

Clicking on the status of the message takes you to the chat thread. Also, you can filter accounts by the status of messages. Click here to learn more.

To learn more about our secure Messages feature, go here.

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