Custom Invoice Statuses: Tailor Workflows to Your Business Needs
Go beyond basic 'Paid/Unpaid' with fully configurable invoice lifecycles
NT
NewLedger Team
EditorialMarch 2, 20253 min read
Photo by Anna Shvets from Pexels
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
# invoicing # workflow # automation # billing
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