Custom Statuses

Having trouble tracking sales stages, payment methods, or canceled payments? Classify payments with color coding to quickly navigate the stats section and lead card.

  1. In the app settings, open the “Status” tab:

  1. Check the box “Enable custom payment statuses” to create your own personalized statuses for payments:

  1. By default, there are three statuses set up here:

  1. You can add your own status by clicking the “Add Status” button:

  1. To change the name of a custom status, simply click on the one you want and enter the new name:

  1. You can also choose the desired color for the custom status by clicking on the colored square:

  1. To change the order of the statuses, click and hold the three dots and drag the status to the desired position:

  1. To delete a status, simply click on the trash can icon:

  1. After entering all the necessary information, click the “Save” button:

  1. Now go to the desired lead and click on the payment edit icon to set a custom status for it:

  1. Select the desired status from the drop-down list:

  1. Now click the “Save” button:

  1. Custom statuses are displayed in the lead, with each payment with a custom status highlighted in its own color:

Hovering the mouse over the custom status displays text with the relevant reminder.

  1. Custom statuses are also displayed in the “Payment Calendar”:

Possible use cases for custom statuses:

  • Creating a pipeline for payments: easily track sales stages using different custom statuses (payment received - green, awaiting response - orange, etc.).
  • Using payment options as separate custom statuses: indicate how the payment will be made in the status: by card, transfer, invoice, etc.
  • A black custom status can be used as a payment cancellation so you don’t have to return to it.