Lifecycle · Article 2.8
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.
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.
The final invoice (Schlussrechnung in German, facture de solde in French) is a specific legal artefact, not just "another invoice". It's required to reference the prior deposit invoice and explicitly deduct the amount and VAT already invoiced — without that reference, the client can lose their right to deduct VAT on the deposit, which can cost them up to thousands depending on the project size. Clozo handles all of this automatically; you just click Issue final invoice.
Step by step
Click
Issue final invoice.From
/proposals/{id}→ Actions panel. Confirmation modal shows the final amount due (full minus deposit) and the deposit invoice it references.Email goes out instantly.
Pre-rendered final invoice attached. Subject: "Final invoice for [project title] — €X,XXX due". Body explains the amount is the remaining balance after the deposit.
Status changes to
Awaiting final payment.Timeline event "Final invoice issued at HH:MM UTC" recorded. Auto-reminders (if enabled) start counting from this moment.
Client pays.
Stripe card: instant, webhook updates Clozo within seconds. SEPA: 1-3 business days; you can mark as paid manually via Actions if you see the bank deposit before the webhook lands.
Status flips to
Paid.Final receipt (REC-2026-NNNN) generated. Confirmation email to both parties with all documents attached: signed Service Agreement, deposit invoice + receipt, final invoice + receipt.
Amber Awaiting final payment badge transitions to green Paid once the money lands. Timeline events stack chronologically. The final receipt joins the Documents dropdown. The action panel offers Mark as completed (the next status) and Issue refund (if needed — Section 8).
Why this works this way
The internal accounting on the final invoice looks like this (€10,000 project, 50% deposit, 21% VAT for example): - Full contract value: €10,000 net + €2,100 VAT = €12,100 gross - Deposit invoiced previously: €5,000 net + €1,050 VAT = €6,050 gross - Final invoice deducts the deposit: €5,000 net + €1,050 VAT = €6,050 gross now due - Both invoices reference each other — DEP-2026-NNNN cited on INV-2026-NNNN, sequential numbering preserved within the year.
This pattern is standard across the EU under the VAT Directive Art. 220 and national implementations (DE §14 UStG, FR CGI Art. 271-II, NL Art. 35a Wet OB, ES Art. 6 Reglamento de Facturación, PL Art. 106f Ustawa VAT). Get it wrong — for example, by issuing a final invoice for the full €12,100 — and the client effectively pays VAT twice; their tax office may reject the input VAT deduction; you may be liable for the doubled VAT under §14c UStG.
Troubleshooting
Keep reading
Lifecycle
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`.
Lifecycle
Status: Completed — the proposal lifecycle is done
You've delivered the work, the client has paid, you're marking the project officially closed. `Completed` is a terminal state: no more emails, no more status changes (except Amendments which create branches). The proposal now lives in your archive.
Proposals & Invoices
The Clozo invoice family: DEP, INV, STR, DCR, CRN, REC
Six document types make up the full Clozo invoicing chain. Each has a distinct legal role under EU VAT Directive Art. 220 and §14 UStG. This article maps which document fires when and what it references.
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.