Customize Invoice Status Codes
Determine which invoices appear in your Drafts and Files tiles based on their status codes. This article will explain how to customize these codes.
- Navigate to Invoicing...Configure from your navigation bar.
- Click Defaults on the new window that populates.
- Find Invoice Tile Settings, located near the bottom of the new window.
Now you have a few options. Add or remove settings that’ll populate in each invoice tile.
Add a status: Click on the red arrow and a picklist will populate. Check a box to add a status.
Remove a status: Uncheck a box in the picklist. Or just click on the x next to the status code itself to delete it.
- Click Save to save your work.
Where to Go from Here:
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