Settling a specific customer's invoice

Listing invoices


To see customer specific invoices


  1. First, navigate to Customers in the left-hand navigation menu and then proceed to select the customer you wish to see the invoices for from the customer listings.
  2. On the Customer Details screen, click Invoices in the sub-navigation menu.




To see all customer invoices


  1. Navigate to Invoices in the left-hand navigation menu.





Settling an invoice


  1. Locate the invoice you wish to settle in the Invoices listings page of your choice (see above).
  2. Click the invoice's respective Actions button in the Actions column.
  3. From the drop-down menu, click the Settle action.
  4. A modal window will pop-up. In the Settle date field enter the date the invoice was settled on.
  5. Once you're happy with what you've entered, click the Settle button at the bottom of the form.



Updated on 2017-05-11 18:11:39 +0100

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