Mark invoices

This action is possible in the elements:

• Sent
• Reminders
• Exhortations
• Paid
• Unpaid
• Outstanding
• Overdue

Invoices can be marked as ‘paid’, ‘not paid’, ‘sent’ and ‘reminded’. After marking an invoice as such, the invoice will be placed in the corresponding element.

NB! Only marks relevant for the status of the invoice are possible in the above elements. For example, invoices in the element ‘Reminders’ cannot be marked as reminded because they already carry this mark.

NB! When you mark an invoice as ‘sent’, it will not be sent again, but only be placed in the element ‘Sent’. The same applies to marking an invoice as ‘reminded’. The relation will not receive a reminder following this action. The invoice will simply be placed in the element ‘Reminders’. Learn how to send reminders or how to send an invoice again.

Mark individual or multiple invoices

You can mark individual invoices as well as multiple invoices simultaneously. You can quickly mark individual invoices as paid or not paid from the overview of the element where the invoice is placed. You can mark individual invoices as reminded or sent the same way you would mark multiple invoices simultaneously.

Mark individual invoices as paid/not paid

Go to the element with the invoice you want to mark. The invoice must be located in one of the above indicated elements to be able to mark it.

Go to the invoice you want to mark. In the column ‘Options’ you can find the following icons:

 – Stands for ‘Mark as paid’

 – Stands for ‘Mark as not paid’

Click on the correct icon. Confirm your choice with ‘yes, the invoice has been paid’ (mark as paid) or ‘yes, the invoice is not paid’ (mark as not paid). For both actions, you can cancel with ‘Back’ in the toolbar.

If you marked an invoice as paid, it will be placed in the element ‘Paid’. If you marked an invoice as not paid, it will be placed in the element ‘Not paid’.

Mark one or multiple invoices simultaneously

Go to the element with the invoices you want to mark. The invoices must be located in one of the above indicated elements to be able to mark them.

The toolbar contains the button ‘Mark’. In the element ‘Outstanding’ and ‘Overdue’ you can use the button ‘Reminders’.

Click on ‘Mark’ or hover over ‘Reminders’ and click on ‘Mark’ in the drop-down menu. Behind ‘Status’, choose the new status of the invoice that you are going to mark. Depending on the current status of the invoices, you can choose from two or more of the following options:

• Paid
• Not paid
• Sent
• Reminded

Then select the invoices you want to mark under ‘Invoices’. Click on ‘mark’ to confirm.