Lifecycle States Reference
A reference of the states each entity moves through — requests, quotes, pay orders, and invoices.
A quick reference for the states you will see across Fingaon. These are the real states the platform tracks.
Service request (client view)
REQUESTED
QUOTED
CONFIRMED
IN_PROGRESS
COMPLETED
Other states you may see: CANCELLED, REJECTED, PAID, CLOSED.
Service request (firm view)
PENDING
REVIEW
QUOTE_PROVIDED
ACCEPTED
CONSENT_PENDING
DOCS_PENDING
IN_PROGRESS
AWAITING_INPUT
COMPLETED
Quote
DRAFT
SENT
ACCEPTED
Other states: REJECTED, EXPIRED.
Pay order
DRAFT
PENDING
APPROVED
PAID
Other states: REJECTED, CANCELLED.
Invoice
draft
sent
pending
paid
Note
Statuses can vary slightly by service type and edge cases (cancellations, refunds). When in doubt, the status shown in your Hub or Workspace is the source of truth.