Editing Invoice Statuses List

For the purpose of organizing and categorizing the invoices, Daftra allows you to manually create your invoice statuses, and that’s in addition to the already available statuses that relate to the invoice payment status: paid, partially paid, unpaid, received, and under delivery.

Note: make sure first to enable the feature of “Invoice Manual Statuses” by going to “Sales Settings”.

• For more information, refer to the “Invoice & estimate settings” guide.

1. Click “Sales” from the main menu.
2. Click on “Sales Settings”.
3. Click on “Invoice Statuses”.
4. On the editing page, you can change the name and the color of each status.
5. Click the “Delete” button to delete a status from the list
6. Click the “Add New Status” button to add a new status to the list.
7. Click the “Save” button to save the changes that have been made on the “Statuses List”.