BobKamman
Level 15

The "client status" column shows a lot of clients as "billed."  Is there any way to mark them "paid," without opening and closing each one?

0 Cheers
Skylane
Level 11
Level 11

No…i gave up on client status years ago… i keep a shared spreadsheet so staff can see client status and update as we go through the process 

If at first you don’t succeed…..find a workaround