Marking Invoices As Paid

[donnyboy]

How do you mark invoices as paid?

[chickendippers]

Click the add payment tab. Once the invoice has been balanced (i.e. the total amount due has been paid) it will automatically be marked as such.

[donnyboy]

I was talking about manually, but I figured it out.

[bear]

For those that don't know how, maybe you could post your solution?

[JofleyUK]

Well, seeing as no one did, I will:

 

Find: Unpaid Invoices (12) View All in your admin area.

 

Click the "View All"

 

Select the invoice by clicking the check box beside it and then there is a MARK PAID button at the bottom of the invoice list.

 

There ya go!

[SilverNodashi]

Click the add payment tab. Once the invoice has been balanced (i.e. the total amount due has been paid) it will automatically be marked as such.

 

Where is this tab? I don't see it

[WHMCS Andrew]

Where is this tab? I don't see it

The payment tab is in the invoice itself in WHMCS Admin area, as if you were editing the invoice,

[SilverNodashi]

I see it now, I first need to go into an invoice. Could there be a shortcut on the console, which I could just click, and it would take me directly to a list of invoices to be paid? We only accept manual bank payments at this stage, so on the first few days of the month, we'd get a ton of payment confirmations at once. If I could quickly mark them all as paid, it would be awesome