Invoice Status Administration

** You must have the appropriate access level to use this feature **

I.) From the Side Menu select System Administration.

II.)  Select  Invoice Status from the Administrative Functions Table:

III.) You will then be directed to the Invoice Status Page where you can Add, Update, or set a Invoice Status to Inactive:

Adding a New Invoice Status

1.) After Following Steps I to III shown above, Select the Add Invoice Status Button:

2.) You will next be prompted with the Add Invoice Status window.  

a.)Fill in the New Invoice Status Name.

b.) Select the Order Number for the New Invoice Status.

  Select the Save Invoice Status button:

Updating an Existing Invoice Status:

1.) Follow Steps I-III shown above and select the Edit button corresponding to the Invoice Status you wish to Update:

2.) After selecting the Edit Button, You will be prompted with the Edit Invoice Status window where you can Modify the Invoice Status Name, Order, and Status.

After making all necessary changes select the Save Changes button:

Setting an Invoice Status to Inactive

1.) Follow Steps I -III shown above, and select the Edit Button corresponding to the Invoice Status you want to set to Inactive:

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

Select the Drop-Down Menu next to Status and set it to Inactive. 

 After setting the Status to Inactive Select the Save Changes button:

**  Setting a Invoice Status to Inactive, prevents them from further use in the Assigning Invoice portion of the software. **

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