Methods to Mark an Invoice as “Paid”
From the Order Details Tab
Access the Order Details
Click on the order to open the order details in the half-screen overlay
Mark as Paid
Scroll down to the Generate Documents section
Locate the Invoice
Click the three dots menu next to the invoice
Select Mark as Paid from the dropdown menu
From the Invoices Section
Navigate to Invoices
From the side navigation menu, click on Invoices under the Financials section
Mark a Single Invoice as Paid
In the invoices table, find the invoice you want to mark as paid
Click the three dots menu next to the invoice
Select Mark as Paid from the dropdown menu
Mark Multiple Invoices as Paid
In the invoices table, select multiple invoices by checking the boxes next to them
A footer will appear at the bottom of the screen
Click the Mark N Invoices as Paid button in the footer
Reverting an Invoice to Unpaid
If you need to correct an invoice marked as paid by mistake, you can revert it to unpaid. Once an invoice is marked as paid, the option in the three dots menu changes to Mark as Unpaid, allowing for easy correction.
From the Order Details Tab
Access the Order Details
Click on the order to open the order details in the half-screen overlay
Mark as Unpaid
Scroll down to the Generate Documents section
Locate the Invoice entry
Click the three dots menu next to the invoice
Select Mark as Unpaid from the dropdown menu
From the Invoices Section
Navigate to Invoices
From the side navigation menu, click on Invoices under the Financials section
Mark as Unpaid
In the invoices table, find the invoice you want to revert to unpaid
Click the three dots menu next to the invoice
Select Mark as Unpaid from the dropdown menu