Invoices - Edit/Change Status Name
G
Gallery Assistant
Hi,
It would be great if you were able to add, edit, or change the status names on invoices other than just (open, closed, etc.). We want to be able to track orders that have been picked up by buyers and find it easy to be able to do so in the same space that invoices live, rather than having to create new steps within Logistics & PO.
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David Ethridge
We've been asking for this feature for 10 years now. We had to sacrifice four user seats across two gallery accounts just to have a visual way to track fulfillment status on sales.
Our workaround: we created user accounts named "Shipped" and "Picked up/Delivered" and add them to invoices so we can see at a glance what's been fulfilled. We're paying for user seats that aren't staff, they are just status labels.
Since 2016 (when we joined), ArtCloud has added Opportunities and Logistics & POs, both with fully customizable stages and colors. That same functionality was never extended to invoices, which still only offers four hardcoded options: Open, On Approval, Closed, Declined.
The architecture exists. It's been built twice. Just not where traditional galleries actually need it.
If this capability has been added and I've missed it, I'd genuinely appreciate someone pointing me to it. Otherwise, I'm still hoping this gets prioritized.
G
Gallery Assistant
If there's already a way to do this definitely let me know!