Invoice statuses help you filter the invoices that exist in the system.
- To access the list of all existing invoice statuses, navigate to Invoices ⇾ Invoice Statuses.
Adding a New Invoice Status
To add a new invoice status:
- Click the Plus button.
- In the pop-up window, fill in the Status Name and click the Save button.
Editing an existing Invoice Status
- To edit an existing invoice status, click the Pencil button.
- To include invoice statuses in the manual status change options, click the blue eye icon.
Results:
When clicking the 3-dots next to Invoice Stage
When clicking the Actions button in the Invoice Profile ⇾ Update Status
