This guide covers how to mark an invoice as fully paid in Terial. Once all invoices on a ticket are marked as paid, the ticket will automatically close.

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Marking Invoices as Paid

Use this guide to record partial payments, mark invoices as paid in full, or mark multiple invoices as paid in bulk within the Service or Production modules.

🚨 Marking an invoice as "Paid" will automatically CLOSE the ticket. However, you can always manually re-open that ticket.

Mark Invoices as Partially Paid

Step 1: In the Tickets tab under the Service module, click into a Service Ticket with the status "Awaiting Payment", or go to the Invoice tab to select an invoice that takes you straight to the Invoice Card.

Step 2: Select "Record Payment"

Step 3: Open the Invoice Card and select "Record Payment"

Step 4: Enter the partial payment amount received, include any relevant notes, and click Save

Step 5: To record the remaining amount later, either:

Follow the steps under Mark Invoice as Paid in Full, or
Go back into the invoice and select Record Payment again to finalize it

Mark Invoice as Paid in Full

In the Service or Production module, under the Invoice tab, check the box next to the invoice you'd like to mark as paid. Select "Mark as Paid" in the upper-right corner of the screen. Click Confirm

The invoice status will automatically update to PAID

Mark Invoices as Paid in Bulk

In the Service or Production module, under the Invoice tab, check the boxes next to multiple invoices you want to mark as paid. Select "Mark as Paid" in the upper-right corner of the screen. Click Confirm