Costs



Received Invoices

Invoice Payment information

The source of invoice payment information may be gathered using 3 different methods:

Manual setting of payment status on invoice

Synchronization of payment balance with external accounting solution

Synchronization of payment transactions with external accounting solution

Display payment status of invoices

In the Received invoices overview, it is possible to show column displaying current status of invoice payment. To show the corresponding column, go to Filter/View Settings and display the Payment column in the grid.

Go to Filter/View button (top left)

Find "Payment" column

Move it to left column

Confirm

Filter for invoices based on payment status

The Received invoices overview contains Payment status filter, using which you may gather overview about unpaid invoices.

All - show all invoices no matter what payment status is indicated

Paid - show all fully paid invoices

Unpaid - show all invoices, where payment is pending

Overdue - show all invoices, where payment is pending and due date has passed already

Overpaid - show invoices, where payment exceeds value of the invoice

Partially paid - show invoices, that have not been fully paid