These are useful to help the User decide which funeral accounts need attention.
The Account status icons help the User to decide which funeral accounts need work.
The first three columns on the Funeral and Finance pages display these icons.
It is worth noting that you can sort on these icons too, if that is desired.
Funeral View
The first column simply lets the User know if a death notice has been published on the Funeral Directors website (the world symbol will be green) or not (symbol will be gray)
The second column lets the User know if the account is Open (unlocked) or Closed (locked)
The third column shows the invoice/Funeral Account status - hovering your mouse pointer over the symbol will tell you what it means
The arrow symbol indicates a "sent" invoice status,
The Red circle indicates orders added where an invoice is already sent - NB this almost always needs action either to reverse(credit) existing invoices or generate a second invoice,
The Orange circle indicates no invoice was created, the green file symbol a fully paid account and
A piggy-bank symbol will appear if there is an overpaid account.
A Black question mark will indicate a funeral where no Orders have been added.
This short video may be helpful
https://www.useloom.com/share/3ca78b4714894b14bfc82fe1b243f854
Note - in the Dashboard, the Account status will also be displayed when you view the Post-Funeral option.