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
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 the payment” button.
The invoice has now a payment date and its state is ‘Paid’.