How to Update Document Status

Managing your business workflow efficiently requires careful tracking of your documents. EasyBilling provides a simple and effective way to do this by allowing you to easily update document status.

By assigning status like “Draft,” “Pending Approval,” “Approved,” “Paid,” or “Completed,” you gain a clear overview of where each document is in your workflow. This not only helps you track progress which documents are awaiting action, but also keep your documents organized and easily searchable.

Now, let’s explore the two methods for updating document status in EasyBilling.

Updating Status from the Document

This method is ideal when you’re working with a specific document and need to update its status.

1. In the document list within EasyBilling, find the document you want to modify and open it.
2. At the top of the document view, click on the “Private Tab“.
3. Within the “Private Tab“, you’ll see the current status of the document.
4. Click on the dropdown menu and choose the appropriate status for the document.
   
5. After selecting the new status, click the [Save] button to apply the change.

Updating Status from the Document List (Bulk Update)

This method is perfect for updating the statuses of multiple documents simultaneously.

1. In the document list, select the documents you want to update.
2. Once you’ve selected the documents, right-click on any of the selected documents.
3. A popup menu will appear. From this menu, select the “Change Status” option.
4. Select the Desired Status: A list of available statuses will be displayed. Choose the status you want to apply to all the selected documents.
   
5. The status of all selected documents will be updated instantly to your chosen status.