Sales
To create an invoice with paid status
- Select “Sales” from the navigation menu.
- Click “Create Invoice“.
- Input the invoice details.
- Check the “Already Paid” checkbox if the client has already paid the invoice.
- Payment Method: Select the invoice payment method using the drop-down menu.
- To edit the activated payment gateways, please refer to the tutorial “Managing Payment Options“.
- To add a new payment gateway based on the client’s payment method, please refer to the tutorial “Adding a Payment Gateway“.
- Reference No.: Add the payment reference number.
- Treasury: Select the treasury where the payment has been received using the drop-down menu.
- Note that the “Treasury” field is only available if you have more than one treasury registered on the system.
- Payment Method: Select the invoice payment method using the drop-down menu.
- Proceed with the invoice creation and save the invoice.
- The payment status of the invoice will automatically be set as “Paid” and the paid amount will be displayed in the “Payments” tab inside the invoice file.