Status badges are shortcuts for workflow state. Always open the record before taking a serious action, because payment, fulfillment, invoice, return, approval, and accounting history can change what is safe.
Start From The Record
Most lists show a status badge, but the detail page gives the full context. Use the detail page before you cancel, void, refund, approve, post, receive, ship, or merge anything.
List pages help you find work by status. Detail pages show the full record context before you act.
Orders And Quotes
Payment And Invoice Status
Fulfillment And Returns
Purchasing And Accounting
Integration Status
Related Articles
Order Lifecycle and Safe Changes
Understand what order state allows after payment, invoice, fulfillment, cancellation, or return activity.
Invoice Management
Work with draft, posted, paid, overdue, corrected, and voided invoices.
Connector Troubleshooting
Recover authorization failures, webhook issues, sync delays, mode mismatch, and stale external records.
Common Error Messages and What To Do
Understand disabled actions, missing setup, connector errors, locked records, and escalation paths.
Period Close
Understand accounting period locks, close requests, reopen decisions, and blocked posting.