Latest Update : Invoice Number in the Invoicing List turns blue or green for easy identification & Action, See How ?
Invoice Number Colour Coding in Borg Desk ERP
Feature Name: Invoice Number Colour Indicators
Release Date: 27-08-2024
Module: Accounts Module
Version: Borg Desk Workplace ERP 2.0
Feature Overview
In the Borg Desk ERP Invoicing List, Invoice Numbers are now color-coded (Blue or Green) to help users quickly identify the status of invoices and take actions faster — without opening each record manually.
What Do the Colours Mean?
???? Blue Invoice Number:
Indicates that the invoice has been created from Proforma Invoice.
Action Needed: Check Payment is received If YES, Update in Borg Desk Else Send for Payment / Follow-up.
???? Green Invoice Number:
Indicates that the invoice has been paid or partially paid.
Action Needed: No immediate action required (Optional: Reconcile). Need to update on Bank Transactions
How to See It
Login to your Borg Desk Admin Dashboard >> Go to Accounts > All Sales Invoice >> Manage Sales Invoices >> Look at the Invoice Number column >> Instantly identify the invoice status based on colour:
Blue = Pending & Invoice created from Proforma Invoice (invoices created directly from a proforma invoice are marked blue.)
Green = Paid (invoices with payments updated in Bank Transactions to match the corresponding invoice are marked green)
Settings or Customization :
✅No manual setup is required.
✅The colour change happens automatically based on payment status.
✅For custom colour settings, you can contact Borg Desk Support.
Important Notes
✅Colour indicators help save time and effort in tracking unpaid invoices.
✅ Ideal for accounts, finance, and business owners to monitor cash flows at a glance.
Admin Did this page
help you?
LikeYes
DislikeNo
.png)