Projects & Offers

Completing and reopening a project

Completing and reopening a project

What completing changes, how reopening works, and how Completed differs from Cancelled and Rejected.

An Active project stays Active until you close it. Completing marks the work finished and takes the plan slot back.

Completing

The button is on the project page and only appears on Active projects.

What changes

The status moves to Completed and the project stops counting against your plan’s active project limit.

Nothing else changes. The offer, the contract, the activity history, and every invoice stay exactly where you left them. A completed project can still be invoiced, for a late expense or a refund that needs re-billing.

The offer was already locked when your client accepted.

Reopening

Completed projects get a Reopen Project button, and so do cancelled ones.

  • A completed project comes back as Active.

  • A cancelled project returns to the status it had before: Active if the work had started, Offer Pending if the offer was still sitting with your client.

Reopening takes an active-project slot back. At your plan’s limit, complete or cancel something else first, or move up a plan.

Completed vs Cancelled vs Rejected

Status

Set by

Meaning

Completed

You

The work happened.

Cancelled

You

You dropped the work.

Rejected

Your client

They declined the offer on the share link.

All three free a plan slot. Only Completed counts as won.

On a simple project, completing and cancelling are both available. Rejected never applies, since there’s no offer for anyone to decline.

Activity log

Completing, cancelling and reopening all land in the project’s activity feed with who did it and when.

Helpful links

© 2026 Trueform LLC. All rights reserved.

A product by Trueform

© 2026 Trueform LLC. All rights reserved.

A product by Trueform

© 2026 Trueform LLC. All rights reserved.

A product by Trueform

© 2026 Trueform LLC. All rights reserved.

A product by Trueform

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