Each work item type is associated with a workflow that supports tracking work status as it moves from creation to completion. Add custom statuses to most work item types to help your business and team processes. For example, each invoice is associated with a particular client and candidate. To track the invoice's progress, you can have different statuses, which can be easily customised to meet your unique requirements.

To customise the invoice status, click on the "Admin" Module on the left-hand side of the menu and select the "Invoice Workflow" option.

Navigation Link: https://app.ismartrecruit.com/admin

This feature's essential purpose is to provide the flexibility to add, edit, and remove statuses that help track invoices in the system according to their requirements.

Navigation Link: https://app.ismartrecruit.com/invoiceStatus

Add Billing Status (Invoice Status)

Step 1: Click on the "+ Add Workflow Stage" button at the top of the screen.

Step 2: Now, a pop-up screen of the Add Workflow Stage will appear. Enter the name of the invoice status as per your requirement and choose the preferred colour by clicking the shade that helps identify the invoice status with the colour code. Click the "Save" button at the bottom to create the new Status.

Edit / Remove Billing Status (Invoice Status)

To modify and save the changes, click the "Edit" (pencil icon) after the respective status name. To remove/delete the particular invoice status, click the "Remove"(X icon).

Note: You may be unable to remove invoice status if it is already mapped with the active invoice(s).

You may not remove/edit any built-in status, as such changes could lead to errors in generating reports.