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New Invoice Workflow Statuses: Viewed, Partially Paid, and Void

Charie

Discover how Enrollio's new invoice workflow statuses—Viewed, Partially Paid, and Void—can help streamline your invoice management and enhance your dance studio's operations.

 

We have introduced three new workflow statuses for invoices: Viewed, Partially Paid, and Void. These statuses can be used to filter workflows and set up actions based on them. Let’s explore how these new statuses can benefit you:

 

1. Viewed Status:

  • Automatic Tracking: This status is automatically applied when a client views an invoice.

  • Follow-Up Reminders: Track which invoices have been seen and identify those that may need a reminder.

  • Automated Actions: Trigger actions such as sending a thank-you email or a payment reminder.

 

2. Partially Paid Status:

  • Payment Plans: Useful for tracking invoices with partial payments or installment plans.

  • Balance Tracking: Easily see how much has been paid and what is still owed.

  • Automated Reminders: Set up reminders for the remaining balance.

 

3. Void Status:

  • Cancel Invoices: Apply this status when an invoice is no longer valid or needs to be cancelled.

  • Record Accuracy: Keep your records organized and accurate.

  • Automated Notifications: Send a cancellation confirmation email.

 

Benefits of Using New Workflow Statuses:

  • Streamlined Workflow: Filter invoices based on these statuses to easily identify those that require attention.

  • Improved Financial Management: Stay on top of your finances and ensure all payments are tracked and managed properly.

  • Time Efficiency: Automate actions based on invoice statuses to save time and enhance productivity.

 

How to Use New Workflow Statuses:

  1. Viewed Status:

    • Monitor which invoices have been viewed.

    • Trigger follow-up actions like reminders or thank-you emails.

  2. Partially Paid Status:

    • Track partial payments for invoices.

    • Send reminders for outstanding balances.

  3. Void Status:

    • Mark invoices as void when they are no longer valid.

    • Send automated cancellation confirmations.

 

We hope these new features make managing your invoices on Enrollio smoother and more efficient. If you have any questions or need assistance, please reach out to our support team.

 

Thank you for choosing Enrollio for your dance studio needs. We are committed to continuously improving our platform to provide you with the best experience possible.