In this article, we will explain to you more about what do Mark as Paid | Mark as Closed options do.
ℹ️ Mark as Paid option appears for Invoice and Purchase Order whose payment status is Unpaid (Grand Total must be greater then zero) or P.Paid (Partially Paid).
Mark as Closed option appears for Credit Note whose status is Open (Grand Total must be greater then zero) or P.Used (Partially Used).
What Does Mark as Paid and Mark as Closed options do?
Mark as Paid will mark the Invoice as fully paid. It will add a payment of the remaining Due amount in the Payments.
Mark as Closed will mark the Credit Note as closed. The remaining credit amount will be added as a Refund.
iOS #
⚠️ Currently Mark as Paid and Mark as Closed options are not available on iOS and Mac app. We will add it in upcoming app updates.
Andorid #
Mark as Paid #
- From side menu tap on 📂 Invoice / 📂 Purchase Order. Tap on the Invoice or Purchase order, of which you want to change the payment status to Paid.
- Tap on [icon name=”check” class=”” unprefixed_class=””] Mark as Paid option. The Invoice or P.O will get fully paid. The remaining due amount of Invoice or Purchase Order will be added as payment in Payments.
- You can also access [icon name=”check” class=”” unprefixed_class=””] Mark as Paid option by opening the Invoice or Purchase Order.
Mark as Closed #
- From side menu tap on 📂 Credit Note. Tap on a credit note, of which you want to change the status to Closed by refunding the remaining credit amount.
- Tap on [icon name=”check” class=”” unprefixed_class=””] Mark as Closed option. The Credit Note will get fully closed. The remaining credit amount will be added as a Refund.
- You can also access [icon name=”check” class=”” unprefixed_class=””] Mark as Closed option by opening the Credit Note.
Web and Mac #
Mark as Paid #
- From side menu click on 📁 Folders -> 📂 All Folders / 📂 Invoice / 📂 Purchase Order. Click on ☰ button of an Invoice or Purchase order of which you want to change the payment status to Paid.
- Click on [icon name=”check” class=”” unprefixed_class=””] Mark as Paid option. The Invoice or P.O will get fully paid. The remaining due amount of Invoice or Purchase Order will be added as payment in Payments.
- You can also access [icon name=”check” class=”” unprefixed_class=””] Mark as Paid option by opening the Invoice or Purchase Order.
Mark as Closed #
- From side menu click on 📁 Folders -> 📂 All Folders / 📂 Credit Note. Click on ☰ button of credit note of which you want to change the status to Closed.
- Click on [icon name=”check” class=”” unprefixed_class=””] Mark as Closed option. The Credit Note will get fully closed. The remaining credit amount will be added as a Refund.
- You can also access [icon name=”check” class=”” unprefixed_class=””] Mark as Closed option by opening the Credit Note.
