Support

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:

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: