Setting Up an Invoice Status

Set up a list of custom invoice statuses to assist with the on-screen billing process. You can reassign the default order of an invoice status and assign maximum security levels for each user, and you can set up each invoice status to generate a notification to the dashboard when it is assigned to the invoice. The invoice statuses can also be assigned to all offices.

To set up an invoice status, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
2. Click Practice Lists > Invoice Status on the navigation panel.
3. Enter the invoice status information in the boxes. Explain the components of the window.

Component	Description
Office	Enter the office(s) assigned to the invoice status, or click Select Office to select from a list of offices.
Invoice status name	Enter the name of the invoice status.
Invoice status description	Enter a description of the invoice status. Tip: Make sure the descriptions match terminology commonly used within your Firm.
Order number	Enter the order number for the invoice status. The order number determines the order of the stages the invoice must go through. Each order number must be unique within each office.
Set up notification	Click to set up a notification to be sent when an invoice reaches this status.

4. Click one of the Save buttons or Cancel.

Button	Description
Save	Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information. Note: This option is not available in edit mode.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.