Changing Invoice Status

Changing Invoice Status

There is only one way that you can change the status of your invoices on Trade Trak.

When you initially create an invoice, you are not given the option to set the status and you are not able to edit it post creation.

To change the status, select the invoice you would like to adjust from the ‘Invoices’ module. Next to the current status, press the down arrow and you will be able to change it.

Options:

  • New
  • Sent
  • Partially paid
  • Paid

Changing Quote Status 1