Billing record custom status? | Community
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Level 4
May 23, 2024
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Billing record custom status?

  • May 23, 2024
  • 1 reply
  • 465 views

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?

 

Best answer by Richard_Le_

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.

1 reply

Richard_Le_Community AdvisorAccepted solution
Community Advisor
May 24, 2024

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.