Open invoices

Open invoices are invoices that require payment. These invoices are displayed in the open items list and payments calendar.

Payment

Payments allocation

To link a payment that has been synchronized with the bank, you need to:

1. Click Allocate payment.

2. Select the payment you want to link.

3. Click Link.

Book payment manually

To manually book a payment to an invoice, you need to:

1. Click the arrow on the Allocate payment button.

2. Select Book payment.

3. Enter the Booking date.

4. Click Book.

Once the linked payment has been booked, the open amount of the invoice will decrease by the payment amount, or if the payment amount equals the invoice amount, the invoice will change to Paid status.

Paying multiple invoices at once

You can pay multiple incoming invoices using bulk payment. Click here to learn more.

Once the invoice has been paid in full, it will be marked as paid.

Mark invoice as paid

If the invoice hasn't been paid in full, you can mark it as paid

To do this, you need to:

1. Click the dropdown on the Allocate payment button.

2. Select Mark as paid.

3. Choose how to allocate the unpaid amount.

4. Click Continue.

You can also automate the force completion in the accounting settings.

Edit

You can edit the open incoming invoice at any time.

Click Edit to edit the invoice.

File preview

Click the Cloud icon to download the invoice file.

Click the arrows to navigate between the invoice pages.

Click plus or minus to zoom in or zoom out the preview.

Actions with open invoices

Click More Actions to view the list of actions you can do with the open incoming invoice.

Cancel

Click Cancel to cancel your invoice.

Withdraw approval

Select Withdraw approval if you want to return the invoice to the Pending status.

Create scheduled payment

Click Select scheduled payment if you receive this invoice regularly and you want to automate its creation.

Create credit note

Select Create credit note to create an incoming credit note for this invoice.

Clone

Click Clone to create a new invoice with the same information and positions.