Managing statuses
Status customization is admin-only and applies per shop. Set it once and it applies to everyone on your team.
Open status settings
Go to Settings and scroll to the Invoice Statuses card. Settings is one long page of cards, not a set of sub-pages, so scroll rather than hunt for a tab.
Add a status
Create a status, give it a name, and pick a color. Color matters more than it sounds: a glance at the board should tell you where everything stands.
Drop it in the right place
Drag your statuses into the order you want. Put QC right after In Production. Put Receiving wherever it belongs in your flow. The order you set is the order your team sees.
Rename or recolor anytime
Every status can be renamed and recolored later, including the defaults. Make the language match your shop, not a manual.
What you can’t break
A few statuses are load-bearing, the rest of ManagePrint counts on them existing. You can rename, recolor, and reorder them freely, but you can’t delete them:
- New, In Production, Completed.
Everything else is yours to add, remove, and arrange.
Deleting a status in use
You can’t. ManagePrint blocks the delete outright. If any invoice still sits in that status you get “Cannot delete status that is in use by invoices. Reassign them first.” and nothing is removed.
Reassigning is a requirement, not housekeeping. Move every invoice off the status first, then delete it. Quote statuses behave the same way, with the matching message about quotes.
Nothing gets orphaned, because nothing gets deleted out from under your orders. The trade-off is that retiring a status you’ve used for a while is a two-step job: clear it, then remove it.