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Billing record custom status?

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Level 4

Can you set custom statuses for billing records? Right now all I see are 'Billed' and 'Not billed'. I haven't been able to track down an area where you can add more. Am I just missing it, or is it not possible yet?

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1 Reply

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Community Advisor

Hi,

 

The billing status field is not customisable I'm afraid.

 

A workaround would be to attach a custom form to your billing records with a field that contains your own custom statuses. This field could then be pulled into your billing record view.

 

Best Regards,

Rich.