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InfoFlo CRM Knowledge Base

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Adding Invoice Status

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1) Click on ‘ Settings ‘ in the top-right corner of your screen
2) Click on ‘ Preferences ‘

Setting up invoice 1


3) Click on ‘ Invoice ‘ tab

Setting up invoice 2



4) Click on ‘ Status ‘ tab
Setting up invoice 18



5) You can edit the name of Estimate and Invoice statuses by clicking in the name field and adding a name

Setting up invoice 19


6) In order to choose a default option for the status, place a checkmark under ‘ Default? ‘ in the row of the option you want
Setting up invoice 20



Setting up invoice 21