Lifecycle · Article 2.7
Status: In work — deposit settled, project running, final invoice ready
You're between the deposit and the final payment. The final invoice is pre-rendered and ready to issue when you finish. Clozo doesn't track project progress here — you do — but it's listening for you to say `done`.
Where this fits in the lifecycle
Draft
Only you can see this. Edit anything.
Sent
Email landed in the client's inbox.
Viewed
Client opened the link — awaiting decision.
Signed
Legally binding. Audit trail captured.
Deposit paid
Money in escrow. You can start work.
In work
Project running. Final invoice ready when you're done.
Paid
Final invoice settled. Just one click left.
Completed
Closed. Archived. You did the thing.
This is the longest-lived status for most projects — days to months depending on your work. There's almost nothing for Clozo to do during this phase except wait for your input. The only proactive trigger is if you set a deadline on the proposal that passes without completion (Clozo can optionally send you a reminder; configurable per proposal).
Step by step
Do the work.
Outside Clozo. Work hard, ship great stuff, communicate with the client.
When you're done, click
Issue final invoice.From
/proposals/{id}→ Actions panel. Status flips toAwaiting final payment. The pre-rendered final invoice is sent immediately (no waiting).(Optional) If scope changes mid-project, create an Amendment.
From Actions →
Propose scope change. Walks you through a wizard; client signs it; final invoice automatically reflects the new scope.(Optional) Track milestones for your own reference.
Add Notes from the proposal detail page. They're internal — never sent to the client.
Amber In work badge. Action panel shows: Issue final invoice, Propose scope change, Mark as completed without final invoice (rare — for scope=zero retroactive cancellations). Timeline shows the long gap between Deposit paid and your future Final invoice issued event.
There is no Delete proposal button here — in_work proposals cannot be deleted directly because the deposit money has already been collected. To refund a paid deposit, open the amendment wizard's red 'Refund all' callout (Step 1) — sets every line-item qty to 0, drives revised_total to 0, and on client signature the cascade in process_amendment_signed issues Storno + DepositInvoiceCorrection + CreditNote and triggers the Stripe refund. The backend rejects DELETE on in_work with HTTP 409 in_work_requires_amendment (per [D-125]).
Why this works this way
We considered showing project-progress controls here (milestones, percentage complete, etc.) but chose not to. The decision is deliberate: project-management is a fundamentally different problem from proposal-and-payment management, and apps that try to do both end up doing both badly. If you need milestones, use a dedicated PM tool (Linear, Notion, ClickUp) and keep Clozo focused on the contract-and-money chain.
The one workflow we do support during In work is the Amendment. If scope changes mid-project — client wants more pages, fewer features, deadline shifts, budget bumps — you can create an Amendment that updates the contract and (depending on direction) issues a new invoice or refunds part of the deposit. See Section 7.
Troubleshooting
Keep reading
Lifecycle
Status: Deposit paid — work can start
The deposit landed (Stripe webhook or manual confirmation). Clozo flips the status, queues the deposit receipt PDF, and starts a behind-the-scenes job to pre-render the final invoice. You can begin the work.
Lifecycle
Status: Awaiting final payment, then Paid
You've issued the final invoice. The client now owes the remaining balance (full amount minus the deposit they already paid). When the money lands, status flips to `Paid` and the final receipt is generated.
Proposals & Invoices
Creating an amendment (the 4-step wizard)
The amendment wizard at `/proposals/{id}/amend` walks you through line items, reason, preview, and email — in that order. Five minutes for a simple change, ten minutes for a complex one. The client doesn't see anything until you click Send on Step 4.
Proposals & Invoices
The final invoice (INV-) — Schlussrechnung, facture de solde
The final invoice closes the project. It states the full work value, then explicitly references the deposit invoice and **deducts both the deposit amount and the deposit VAT**, so you don't pay tax twice. This deduction is mandated by §14 UStG and parallel rules across the EU.