You can adjust the payment status of an invoice. This way you can see which invoices have already been paid and which still require payment.
Marking invoices as paid can be done in several ways:
Upon acceptance (only for incoming invoices)
You can choose to immediately mark an invoice as 'paid' upon acceptance. You do this by checking the 'paid' box within your invoice. The invoice is now automatically archived and marked as paid.
Note:
You can also indicate how the invoice was paid in the Payment method field.
After acceptance of incoming or outgoing (sales) invoices:
When you accept an unpaid incoming invoice or send an outgoing invoice, it gets a status with due date. You can then mark the unpaid invoices as paid. This can be done per individual invoice or for a selection of invoices. To do that, go to Invoices Incoming or Outgoing. Make a selection of invoices, and click the Mark as paid button.
All selected invoices now disappear from the 'Accounts receivable' or 'Accounts payable' folder and get the status 'paid'. You can find them in the archive.
Note:
To mark an invoice as paid, the user must have the Enter Payments role. This role is normally already activated. Otherwise, this role can be activated in Settings > Users > Payment status accounts payable and accounts receivable > Enter payments
Incoming invoices are archived upon acceptance, regardless of payment status. In addition, if the accounting app is active, they are automatically forwarded to the accountant or accounting software. By default, this accounting app is already active.
What about a partial payment?
Invoices that have already been partially paid can be adjusted by entering the amount already paid.
Attention: with a partial payment you must save the incoming invoice or outgoing invoice and not mark it as paid.
The status in your archive will then change to 'partially paid'.
