An invoice has been created for a customer. The invoice state is not ‘Paid’. And there is no payment date.
2 steps to mark an invoice as ‘Paid’ :
- Pick an Invoice
- Register the payment
1 – Pick an Invoice
From the backoffice, Menu “Invoices & Payments”, Submenu “Invoices”, select an Invoice.
2 – Register the payment
Click on the “Action” button on the right and then click on “Proceed to payment”.
Choose the payment method (wire transfer, cash, check, other )
- Pick the payment date
- Some extra information can be added. Usually our customers use this field to type information that their accountants need. This data can be retrieved by API or by a CSV export.
- Click on the “Register an offline payment” button.
The invoice has now a payment date and its state is ‘Paid’.