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Changing Payment Status from Unpaid to Paid / P. Paid or vice versa

This feature helps you to change the Invoice payment status between Paid, Unpaid, Partially Paid, and Error.

Information

In this article you will learn about how to change the payment status of Invoice from Unpaid to Paid and vice versa.

The steps mentioned below for Changing Status are similar to Purchase Order.

Following are the types of Statuses used throughout the application.

Status Description (Status)
Paid Status Indicates fully Paid Invoice/Purchase Order. It also means all of the payment is made
Unpaid Status Indicates Unpaid Invoice/Purchase Order i.e. no payment has been made
P.Paid Status Indicates P.Paid Invoice/Purchase Order i.e. some payment has been made
Error Status Indicates Invoice/Purchase Order in Error mode. It could be either overpayment than Due Amount (Over Draft) or Negative Due Amount i.e refund etc.

Now we will show you how to change the Invoice status from Unpaid to Paid and Vice Versa 

iOS

  • In iOS, the Invoice/Purchase Order statuses are color-coded i.e Red – Unpaid, Green – Paid, Blue – P.Paid, Yellow – Error.
  • Tap on  located on top left corner to open side menu.
  • In side menu under Folders tap on  Invoice folder
  • Tap on   located on the right side of + button at the top.
  • Under Filter by Status Tap on All Statuses to see the Invoices of all statuses.
  • Tap on Unpaid Invoice (Red colored).
  • Tap on  Payments. The amount that is shown is the total due amount.
  • Tap on  Save. The Unpaid Invoice will get Fully Paid.
  • The Unpaid status (Red color) will change to Paid status (Green color).
  • To change the Invoice Status from Paid to Unpaid tap on Green colored paid invoice.
  • Tap on  Payments.
  • Swipe left on added payment and tap on Delete to delete/remove the added payment.
  • Go back to Invoice folder.
  • The Paid Invoice (Green color) will change Unpaid Invoice (Red color).

Android

  • Tap on  located on top left corner to open side menu.
  • In side menu under Folders tap on Invoice folder
  • Tap on   located on the right side of + button at the top.
  • Under Filter by Status Tap on All Statuses to see the Invoices of all statuses.

Change document’s Status from Unpaid to Paid / P. Paid (Partially Paid)

  • Open an Invoice with unpaid status or whose status you want to change to Paid / P.Paid (Partially Paid).
  • Tap on Payments. The amount that is shown is the total due amount.
  • If your client has made partial payment then you need change / edit the amount. If your client as made full payment then no need to change / edit the amount.
  • Tap on  Save. Payment will get added / recorded.
  • Tap on Cancel.
  • Now scroll to the top, you will see the changed status i.e. Paid or P.Paid (If you changed / edited the amount to make partial payment).

Change document’s Status from Paid | P. Paid (Partially Paid) to Unpaid

  • Open the Invoice whose status you want to change to Unpaid.
  • Now for changing the payment status of Invoice from Paid / P. Paid (Partially Paid) to Unpaid, Tap on Payments.
  • Tap on red colored trash icon button to remove / delete the recorded / added payment.
  • Tap on Cancel.
  • Now scroll to the top, you will see the changed status i.e. Unpaid.
Different options to change payment status to paid

You can change the payment status from unpaid / P.Paid to Paid using Mark as Paid option. To know more about Mark as Paid click here.

You can also change payment status to paid by creating a credit note and applying that credit note to Invoice. To know more about how to apply credits to an Invoice click here.

Web and Mac

  • Click on  Folders from side menu.
  • Click on  All Folders / Invoice / Purchase Order.

Change document’s Status from Unpaid to Paid / P. Paid (Partially Paid)

  • Open a document with unpaid status or whose status you want to change to Paid / P.Paid (Partially Paid).
  • Click on Record Payment button or scroll down and click on button of Payments, both the buttons will open same thing. The amount that is shown is the total due amount.
  • If your client has made partial payment then you need change / edit the amount. If your client as made full payment then no need to change / edit the amount.
  • Click Save. Payment will get added / recorded.
  • Click on Cancel.
  • Now scroll the page to the top, you will see the changed status i.e. Paid or P.Paid (If you changed / edited the amount to make partial payment).

Change document’s Status from Paid | P. Paid (Partially Paid) to Unpaid

  • Open the document whose status you want to change to Unpaid.
  • Now for changing the payment status of document from Paid / P. Paid (Partially Paid) to Unpaid, Click on Record Payments / Payments button or scroll down and click on button of Payments, both the buttons will open same thing.
  • Click on red colored trash icon button to remove / delete the recorded / added payment.
  • Click on Cancel.
  • Now scroll the page to the top, you will see the changed status i.e. Unpaid.
Different options to change payment status to paid

You can change the payment status from Unpaid / P.Paid to Paid using Mark as Paid option. To know more about Mark as Paid click here.

You can also change payment status to paid by creating a credit note and applying that credit note to Invoice. To know more about how to apply credits to an Invoice click here.

Updated on March 7, 2020
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