Status Board
Status Board
A kanban view of all your estimates and invoices grouped by status. See your pipeline at a glance, spot what needs attention, and track how long items have been in each stage.
3 min read
What the Status Board shows
The Status Board is a kanban-style view that organizes your estimates and invoices into columns based on their current status. Each column shows the total count and dollar amount of items in that stage, so you can see your business pipeline without digging through lists.
The Status Board is a Pro feature. Free users see a blurred preview with an upgrade prompt.
Opening the Status Board
- 1
Click "Status Board" in the left sidebar.
- 2
The board loads with columns for each invoice and estimate status.
- 3
Click any card to open the full invoice or estimate.
What each card shows
Client name.
Total amount.
Creation or due date.
Days in status, color-coded green (fresh), yellow (aging), or red (stalled or overdue).
Column totals
At the top of each column you can see the total number of items and the combined dollar value. This makes it easy to see at a glance how much revenue is in each stage, such as how much is awaiting approval on estimates or overdue on invoices.
Understanding the time color coding
Green card border: the item is fresh and recently moved to this status.
Yellow card border: the item has been in this status for a moderate amount of time.
Red card border: the item has been stalled or is overdue and likely needs follow-up.
Use WaffleInvoice for your industry
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