Custom Invoice Statuses: Tailor Workflows to Your Business Needs

Why Standard Statuses Fall Short

Most systems force you into rigid workflows. With NewLedger’s custom statuses:

• Track "Awaiting PO", "Partially Paid", or "Disputed" invoices
• Enforce approval chains before payment
• Automate actions at each stage (emails, reminders, locks)

How It Works

1. Configure Your Status Library

Path: Invoices → Settings → Status

• Add unlimited statuses with custom names/colors
• Set system behaviors:
  • Block payment processing
  • Exclude from overdue reports
  • Auto-send notifications
• Example use cases:
  • "Client Review" (pauses due date timer)
  • "Finance Approved" (required before payment)

2.1. Define Transition Rules

2.2. Preview Transition Rules

Path: Invoices → Settings → Workflow

Try it free →