Statuses are used to build a workflow with invoices.

The following statuses are already created in the system by default: New, In progress, Paid, Canceled.

You can create, edit, and delete statuses. To do this, you need the appropriate access rights to the Settings > Statuses section in the RemOnline system.

With the help of invoice statuses, you can create a step-by-step workflow for employees. The status time limit will allow you to control the timing of each stage of the invoice and the actions of employees.

Step 1. On the Settings > Statuses > Invoices page, click the “+ Status” button.

Step 2. Specify a name for the status (we recommend using concise names for better visual display in the invoice table) and configure it.

You can use emojis in the status title. For those who use Windows, press the keys “Win + . (dot)” and select an emoji. If you don't find a suitable emoji or use Mozilla Firefox/Edge, you can use the emojipedia website. Just copy and paste the emoji you need.

Please note that changing status colors is not currently supported.

Group - specify the group to which the status will belong. There are 4 independent groups of statuses: New, In progress, Paid, Canceled.

The status color and some functions depend on the selected group.

Time limit - select this checkbox to set the maximum time for the account in this status.

When the set status period expires, the lightning icon in the column “Status period” in the invoice table will turn colored and the time of expiration will be displayed. Learn more about the status time limit in this article.

Require comment when transferring to this status - check this box so that the employee cannot switch the account to this status without a comment.

The comment will be displayed in the account's event feed.

Status available - using checkboxes, you can designate the roles of employees who can see the Invoices in this status and set this status for the Invoices.

Statuses that can be transferred to this status - check the boxes that allow you to transfer an invoice from one status to another.

For example, an invoice can be transferred to the Canceled status only from the Issued and Draft statuses.

Statuses to which this status can be transferred - check the boxes that indicate the statuses to which the settlement can be transferred from the status you create.

For example, from the “Issued” status, a payment can only be transferred to the “Paid” and “Canceled” statuses.

Step 3. Click the “Create” button. Done - the new status is added and displayed in the list.

To edit a status, go to the Settings > Statuses > Accounts page. Double-click on the desired status, make changes, and save them.

Important: When editing a status, there is no box for selecting the statuses that can be transferred to it. This is done to avoid mistakes, because an incorrect change in this parameter can lead to a “breakdown” of the previously configured status sequence.

For example, if you want an existing status (A) to be set from another status (B), you need to edit the latter (B) of the two.

To delete a status, double-click on the desired status on the Settings > Statuses > Accounts page and click the delete button.

Note that there must be no accounts in this status to delete it.