Managing Invoice Status


**  This guide will show you how to Add and Modify Invoice Statuses in Hauling Software  **



I.)  Select the Main Menu Drop-Down and select the Admin Home Tab:





II. ) Select Invoice Status from the list of Menu Options:






    III.) After Selecting Invoice Status from Menu you will be directed to the Invoice Status Administration Page.

Here you can ADD/ EDIT or Change an Invoice Status to Inactive:








Add an Invoice Status



1.) Follow steps I - III shown above and select the Add Invoice Status button:








2. ) After selecting the Ad Invoice Status button, you will be prompted with the Add Invoice Status Window.

a. ) Fill in Invoice Status Name

b. ) Set the order in which you process Invoices by setting the Order number

c. ) Check the Require Comments box adding comments to status is needed  *** NEW FEATURE***

Click here to view "Add Comments to Invoice Status"

d. ) Select the Save Invoice Status button






Editing an Existing Invoice Status



1. ) After following steps I - III shown above, select the Invoice Status you want to Edit by selecting the Edit button:







2.) After selecting the Edit button you will be prompted with the Edit Invoice Status window.

Make all necessary changes and select the Save Invoice Status button:








Set Invoice Status to Inactive




1.) After following steps I - III shown above, select the Edit button for the Invoice you want to set to Inactive:









2.)  After selecting the Edit button you will be prompted with the Edit Invoice Status window.

To set an Invoice status to Inactive, select the Drop-down list corresponding to Status and select Inactive.

After Setting to Inactive select the Save Invoice Status button:







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All information provided is for software products produced by CantrellJackson.com