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How to Use Color Remark for Payment Status Tracking

This guide explains how to use the Color Remark feature in GoFreight to effectively track the payment status of your shipments.

What is Color Remark for Invoice?

The Color Remark feature adds an extra layer of information for tracking payment status on invoices. By applying different color codes, you can easily identify the status of each shipment and monitor its progress.

How to Use Color Remark to Track Payment Status

To enable the Color Remark feature, please contact our support team at support@gofreight.com for assistance.

Once activated, utilize the following color scheme for tracking invoice statuses:

  • Red: Rejected
  • Yellow: Pending
  • Green: Ready to Bill
  • Blue: Ready to Close

Note： These colors and descriptions are for demonstration purposes. You can define the colors and their meanings based on your internal workflow. The GoFreight Support Team can customize the settings for you.

Tracking Payment Status with Color Remark

To efficiently track payment statuses using color remarks, follow these steps:

  1. Assigning a Status to an Invoice:
    • When an invoice is ready for billing, navigate to the invoice and locate the bookmark icon in the upper left corner.
    • Select the "Ready to Bill" option, and the invoice will be marked with a green bookmark, indicating its status.
  2. Viewing the Color Remark:
    • In the shipment Accounting tab, you will see the color remark displayed.
    • Hover over the color indicator to reveal its corresponding description.
  3. Modifying the Status:
    • To change the status, click on the colored dot in the Accounting tab. A drop-down menu with various status options, such as "Ready to Close", will appear. Select the appropriate status to update the information.
  4. Changing the Status in the Invoice/Cost List:
    • The color remark functionality is also available in the Invoice / Cost List section.
    • Click on the color dot and select the desired status to apply.

Using the Filter Function for Color Status

For greater efficiency, GoFreight offers a filter function to sort invoices based on their color status:

  1. Select "Color Remark" in the filter options.
  2. Choose the specific status you wish to focus on, and the list will filter accordingly.

Customizing Color Remarks

  • If you need different descriptions for colors, contact support to adjust them.
  • Up to 15-20 colors can be added instead of the default 5, but excessive options may hinder recognition and increase selection errors.
  • Each Color Remark description must not exceed 24 characters (including spaces).
  • Colors can be defined using Hex Color Codes. You can choose a color from websites likehttps://www.color-hex.com/ and provide the corresponding Hex Code, e.g., "#ffdce2" for light pink.

By following these steps, you can easily track your shipment's payment status using the Color Remark feature, ensuring your process remains organized and efficient.

For a visual guide on using this feature, please refer to the video below: