Delete an Invoice Collection Status

Delete invoice statuses that you aren't using to reduce the amount of clutter when assigning a status to an invoice.

Heads up! Once you delete a status, it cannot be undone.

To delete an Invoice Status, follow these steps:

1. Go to the Customers tab.

Access to the Workflow tab is limited to Owner, Admin and AR Manager user profiles.

2. Pull up a customer from the list.

3. Click the Cog Wheel icon beside Collection Status.

4. Delete the unused Invoice Collection Status. A grayed-out Delete icon means that the status is already assigned to a customer. To find which customers have this status assigned, filter the aging report.

5. Click the Delete button to confirm your action.

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Delete an Invoice Collection Status

Delete unused invoice statuses to clear the clutter.