> ## Documentation Index
> Fetch the complete documentation index at: https://docs.letsconnekt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Placement Statuses and Payment Tracking in Connekt

> Reference for Connekt placement statuses (Starting Soon, Already Started, Backed Out) and payment statuses (Pending Invoice to Payment Received).

Placements have their own status lifecycle, separate from submission statuses, and payment is tracked as a further independent status. Keeping both up to date gives you an accurate view of confirmed hires and outstanding revenue across your team.

## Placement Statuses

Placement statuses reflect what's happening with the candidate's start and tenure in the role.

<CardGroup cols={2}>
  <Card title="Starting Soon" icon="calendar-clock">
    The placement has been created but the candidate's start date hasn't arrived yet.
  </Card>

  <Card title="Already Started" icon="briefcase">
    The candidate has started in the role.
  </Card>

  <Card title="Backed Out Before Start" icon="circle-xmark">
    The candidate or client backed out before the start date.
  </Card>

  <Card title="Backed Out During Probation" icon="triangle-exclamation">
    The placement ended during the probation period after the candidate had already started.
  </Card>
</CardGroup>

### How to Update Placement Status

<Steps>
  <Step title="Open the Placement record">
    Navigate to the placement you need to update.
  </Step>

  <Step title="Click the current status">
    Click the status indicator displayed on the record.
  </Step>

  <Step title="Select the new status">
    Choose the appropriate status from the options shown.
  </Step>

  <Step title="Confirm the change">
    Confirm the update to apply it.
  </Step>
</Steps>

<Note>
  Status changes are logged in the placement's activity timeline with a timestamp, so you always have a full record of how a placement progressed.
</Note>

## Payment Statuses

Payment is tracked separately from placement status. The payment status tells you where things stand with invoicing and collection for each placement fee.

| Status               | What it means                           |
| -------------------- | --------------------------------------- |
| **Pending Invoice**  | The invoice hasn't been raised yet      |
| **Invoice Sent**     | The invoice has been sent to the client |
| **Payment Received** | The fee has been paid in full           |
| **Overdue**          | The payment is past its due date        |
| **Cancelled**        | The invoice was cancelled               |

### How to Update Payment Status

<Steps>
  <Step title="Go to the Placements list">
    Navigate to the **Placements** section in the main navigation.
  </Step>

  <Step title="Find the placement">
    Locate the placement you want to update in the list.
  </Step>

  <Step title="Click the payment status">
    Find the payment status column on the placement's row and click it.
  </Step>

  <Step title="Select the new status">
    Choose the new payment status from the dropdown.
  </Step>
</Steps>

<Tip>
  Use the payment status column to filter the Placements list for outstanding invoices. Filtering by **Invoice Sent** or **Overdue** gives you an instant view of what needs chasing — useful for weekly revenue reviews.
</Tip>