When you're setting up your line items, you will notice that each one is colour coded with a green or red circle.
This is your line item status and it is there to flag to you whether or not a particular service is ready for creating an engagement letter.
What does each status mean?
Red
If the circle next to your line item is red, this indicates that your line item is not fully ready to be included within an Engagement Letter.
The red circle represents that there is no service schedule applied to your line item. Once a service schedule has been applied to a line item, the circle will change to green.
Green
You're good to go with this service if it is green.
It means everything is filled out and you're ready to use this line item in your engagement letters.
If you have any questions, please reach out to us! 😃