Open invoices

Open invoices are invoices for which you are awaiting payment.

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

You can also book the payment manually.

1. Click the arrow on the Allocate payment button.

2. Click Book payment

3. Specify the booking date.

4. Click Book

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 outgoing invoice at any time.

Click Edit to edit the invoice.

Actions with open invoices

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

Create credit note

1. Open an outgoing invoice.

2. Click More actions

3. Click Create credit note.

You can create a credit note for a specific position or for the full invoice amount. A credit note created for an open invoice doesn't require payment, and its amount will be deducted from the invoice amount. This will decrease the open amount of the invoice.

Cancel

Click Cancel to cancel your invoice.

Link

Click Link to link the outgoing invoice to the sales order.

Clone

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

Save as a template

Click Save as template to save an outgoing invoice as a template.