🤖 This article was translated by AI.
How to create an invoice state?
To create an invoice state, you need to:
Go to Administration > Global Settings > Actions/States tab > Invoice States section
Click the link "Add a state"
Choose the color that will be displayed for this state
Enter the name of the new state
Drag and drop by clicking the icon
to change the display order of the states
Note
When the client interface is created, these states are pre-filled with the following terminologies: "ProForma", "Creation", "Sent to client", "Reminder 1", "Reminder 2", "Paid" and "Unpaid".
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WARNING: Remember to edit your invoice locking states!
To do so, go to Administration > Legal Agency > Billing Tab:
You need to edit it for each of your Agencies.
How to edit an invoice state in the administration?
To change an invoice state in the administration, you need to go to Administration > Global Settings > Actions/States tab > Invoice States section
You want to edit the color
Click the color circle
Select the color
Save
You want to edit the state name
WARNING!
We do not recommend changing the state name. This would change all invoices in this state and you would lose the state history.
We recommend instead to deactivate (eye icon) the state and create a new one.
You want to deactivate a state
You can click the eye icon
to make the state invisible. This also allows you to keep the state for invoices already using the state to be made invisible.
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How to edit an invoice state on an invoice record?
To edit an invoice state on an invoice, you need to go to the Billing module > Invoices view > Invoice record
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To remember
The invoice state "ProForma" means there is no invoice reference and the invoice content is editable.
The invoice state "Creation" means there is an invoice reference and the invoice content is editable.
The invoice state "Paid" means the entire invoice has been settled and the amount is included in the Paid Turnover in reports.
Bulk modification of invoice states
To change the state of several invoices in bulk, you need to:
Go to the Billing module > Invoices view
Check the boxes of the invoices for which you want to change the state
On the gray bar that appears at the bottom of the page:
click the pencil
hover over "State"
select the new state
click the "Confirm" button
Individual modification of an invoice state
To change the state of a single invoice, you need to:
Go to the Billing module > Invoices view > Invoice record
In the dropdown list "State", select the new state
Click the green diskette to save
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How to properly track my invoices?
To efficiently track your billing, several views are available. You will find more details in the dedicated article: Track your invoice payments