🤖 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 states
Note
When the client interface is created, these states are pre-filled with the following terminology: "ProForma", "Creation", "Sent to client", "Reminder 1", "Reminder 2", "Paid" and "Unpaid".
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WARNING: remember to edit your invoice lock states!
To do this, 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 edit an invoice state in the administration, go to Administration > Global Settings > Actions/States tab > Invoice states section
You want to change the color
Click the color circle
Select the color
Save
You want to change the state name
WARNING!
We do not recommend changing the state name. This would change all invoices currently in that 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 you want to hide.
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How to edit an invoice state on an invoice record?
To edit an invoice state on an invoice, go to the Billing module > Invoices view > Invoice record
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Key points
The invoice state "ProForma" means that there is no invoice reference and the invoice content is editable.
The invoice state "Creation" means that there is an invoice reference and the invoice content is editable.
The invoice state "Paid" means the invoice has been fully paid and the amount is included in the paid turnover in reports.
Bulk edit of invoice states
To bulk edit the state of several invoices, you need to:
Go to the Billing module > Invoices view
Check the boxes for the invoices you want to edit
On the gray bar appearing at the bottom of the page:
click the pencil
hover over "State"
select the new state
click the "Confirm" button
Individual edit of an invoice state
To edit the state of a single invoice, you need to:
Go to the Billing module > Invoices view > Invoice record
In the "State" dropdown, select the new state
Click the green floppy disk to save
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How to properly track my invoices?
To efficiently track your billing, several views are available. You can find more details in the dedicated article: Track your invoice payments