View Your Invoice and Contract Status in the Dashboard
Stay on top of your financials and agreements with easy-to-read status indicators
ABOSS provides a simple and efficient way to keep track of the status of your invoices and contracts through your Dashboard. By utilizing the Invoice and Contract columns, you can quickly assess which items need your attention and manage them directly from the event page.
Table of Contents
Overview of the Invoice and Contract Columns
Invoice and Contract Status Indicators
Colors and Their Meaning
Summary
1. Overview of the Invoice and Contract Columns
In the ABOSS Dashboard, you can easily monitor the status of both invoices and contracts by selecting the relevant column. These columns provide quick insight into the current state of each document associated with an event.
Invoice Column: Displays the status of the invoice for each event.
Contract Column: Displays the status of the contract for each event.
Use the column selector to choose the specific columns you want to display for your current selection. This feature enables you to show specific financial information or display the contract and invoice status.
If you have a preferred selection of columns, save it as a Column Template with a unique name. This allows you to switch between different views quickly. Learn more about selecting columns and saving them as a column template.
2. Invoice and Contract Status Indicators
For both invoices and contracts, the status will reflect the current stage of the document:
Invoices: The status can be:
Created: The invoice has been generated but not yet sent.
Sent: The invoice has been sent to the client.
Paid: The invoice has been paid.
From the Dashboard, you can quickly access the invoice section of an event by clicking on the link icon.
Contracts: The status can be:
Created: The contract has been generated but not yet sent.
Ready: The contract is prepared and ready to be sent.
Sent: The contract has been sent to the other party.
Retour: The contract has been returned by the other party, potentially with revisions or comments.
Confirmed: The contract has returned, and has been been signed by the other party.
Contract statuses are represented by the same icon, with the color indicating the current status of the contract. As you add more contracts, additional icons will appear. To navigate to the contract section, simply click on the icon.
3. Colors and Their Meaning
The colors of the icons in the Contract columns indicate their current status:
Grey: No contract has been created for the event.
Black: A contract exists, but its status has not been set.
Blue: The contract is ready and prepared to be sent.
Orange: The contract has been sent to the other party.
Red: The contract has been returned by the other party (Retour).
Green: The contract has been signed and confirmed.
The colors of the icons in the Invoice columns indicate their current status:
Grey: No invoice has been created for the event.
Black: An invoice exists, but its status has not been set.
Green: An invoice exists, and its status has been set (e.g., sent, paid, or signed).
5. Summary
By selecting the Invoice or Contract column in your Dashboard, you can get a quick overview of which items need your attention. This feature helps you stay organized by clearly showing which documents are pending, signed, or need further action.