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The Documents page

Documents holds all your proposals and invoices:
  • Search by document number, project name or client.
  • Filter by type (proposals or invoices) or status.
  • Sort by newest, highest total, document number or status.
  • Pick a view: list or cards.
From the actions menu next to each document: Open document, Download PDF, Copy client link, Share on WhatsApp and Delete document.

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Document statuses

To change a status, click the status badge on Documents and pick the new one, or choose it in the Status panel in the editor.
Your client only sees the Accept proposal and Decline buttons when the status is Sent. Once they accept or decline, the buttons go away.
Muqtarah doesn’t collect payments from your clients. Your client transfers the amount to your bank account directly, and you change the status to Paid.

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Document numbers

Each new document gets the next number automatically, and no number repeats across your documents. Choose the format in Settings under Preferences, in Document numbers: You see the Next document number before saving, such as INV-2026-001. A change applies to new documents only and doesn’t renumber your existing ones.

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Deleting documents

Choose Delete document from the actions menu, or select several documents and click Delete. The document is deleted and your client’s link stops working right away. Deleting can’t be undone.