How Can I Mark an Invoice as Unpaid or Undo a Payment in Bookipi?

Successfully managing invoice statuses, including marking them as unpaid or reversing payments, is crucial for accurate bookkeeping. This guide provides clear steps for handling these tasks in Bookipi, whether you’re using the web application or the mobile app.

How to Mark an Invoice as Unpaid

Marking an invoice as unpaid in Bookipi involves removing any recorded payments associated with it. Once payment records are deleted, the invoice automatically reverts to an unpaid status, allowing further modifications like adjusting due dates or marking it as partially paid later.

Steps:

Delete any recorded payments linked to the invoice.
The system will automatically mark the invoice as unpaid once no payments are associated.

How to Reverse an Invoice That Was Accidentally Marked as Paid

In the event you mark an invoice as paid in error, you can revert to unpaid by deleting the payment. The specific steps vary depending on whether you're using the Web App or the Mobile App.

On the Web App:

Open the Invoices section and filter for "Paid" invoices.
Select the desired invoice.
Click View Transaction on the right.
Choose the vertical ellipsis (three dots) and click Delete.
The associated payment will be removed, and the invoice will revert to "Unpaid."

On the Mobile App:

Navigate to the Archived section.
Select the invoice in question.
Tap Payment > Record Payment.
Locate the payment record and tap the Trash Bin icon to delete it.
The invoice will automatically return to the "Unpaid" status.

How can I mark an invoice as unpaid or undo a payment in Bookipi?