Once an invoice has been finalised, it initially receives the status "Unpaid" or "Overdue" as soon as no payment has been received after the payment deadline has expired.

Once you have received the payment, you can enter this manually. To do so, go to the invoice list, click on the three action points to the right of the relevant invoice and select "Record payment". Alternatively, you can also do this in the open invoice itself.

A window will now open where you can enter the payment date, the amount paid, the payment method and an optional comment on the payment.

The "Amount paid" field is already pre-filled with the total invoice amount. However, if the customer has paid less, you can enter a different amount. Once you have edited all fields, select "Save". You can enter as many payments as you like for an invoice.

If the invoice has been paid in full, it will now receive the status "Paid". For partially paid invoices, the status remains "Unpaid" or "Overdue".

If you grant your customer a early payment discount, the invoice is considered paid if the reduced invoice amount is entered within the early payment discount period.

You can easily view the payments entered and the outstanding amount in the open invoice on the right. These can be removed again using the three action points.

Use the invoice list for the best overview of all unpaid or partially paid invoices. Filter for overdue and unpaid invoices in the top left bar, then sort in descending order in the "Outstanding" column.