Sales
To activate editing the invoice statuses manually
The system allows you to customize your own invoice statuses to fit your invoicing workflow.
To do that, first, enable the option from “Settings”
- Select “Sales” from the navigation menu.
- Click “Sales Settings”.
- Click the card “General Invoice/Estimate Settings”.
- Check the checkbox “Enable Invoice Manual Statuses”.
- Click “Edit Statuses List“.
- Input your customized statuses as required
- Name: Input the name of the status.
- Color: Select the color for the status.
- Add New Status: Click to display a new line in order to add another status.
- Click “Save”.
- Note that you can also edit and customize the statuses when you display an invoice.
To set or change an invoice customized status
- Select “Sales” from the navigation menu.
- Click “Manage Invoices”.
- Select the required invoice
- Click the button “Select Status“.
- Select the required status using the drop-down of your customized list.
- Add a new status or edit existing as required by clicking “Edit Statuses List for Invoice” from the drop-down menu.
- Click “Save“.