HELP / QUOTES & INVOICES
Manage document status and public links
Find the current quote or invoice, understand its state and share the right version with the right recipient.
Find the source record first
Open Quotation → All Quotes or Invoicing → All Invoices. Check the active workspace, Personal/Team, search text and All Status filter. Verify the client and reference before using the record’s action menu.
Understand what a status tells you
A status describes the record in Moonbreak. It does not replace the underlying agreement, actual email delivery or confirmed receipt of funds.
| State | What to check |
|---|---|
| Draft | The document is still being prepared. Review it before publication. |
| Published | Check the public document before sharing it. Publication alone does not confirm email delivery. |
| Sent | Check the recipient and communication history. Sending does not prove the client read it. |
| Expired quotation | Review the validity period and agree current pricing or terms before proceeding. |
| Paid invoice | Confirm actual receipt through your collection process before recording payment. |
Correct a mistake without creating ambiguity
If a document has already been shared, tell the customer what changed and which version to use. For a signed or paid document, preserve the original agreement and coordinate any amendment or correction before altering the record. Seek accounting or legal advice where the transaction requires it.
Keep payment records accurate
The invoice list provides a status control. Only mark an invoice as paid after confirming receipt, and keep the payment reference in your business records. Moonbreak does not collect the client’s payment merely because the status changes.
When a link has reached the wrong person
Avoid forwarding the link again. Check the document controls and contact support with the reference and what happened. Ask what access controls are available for that document; do not assume that deleting a record instantly removes copies, forwarded links or downloaded files.
Contact support about a document