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***
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: