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Singe Invoice

CDR2Cloud allows you to record payments against an Invoice. Naturally you can record a partial payment or a full payment as well as the method of payment. Once a payment is recorded against an Invoice a related entry is automatically created in the paying customers account. 

For more information on recording an Invoice payment please see the Customer - Payments topic.

 

Multiple Invoices

You may also record payments against multiple Invoices at once by selecting the Invoices and clicking the Mark Paid button as show below:

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titleNOTE

(wink) An Invoice can only be marked as partially or fully paid if it is a 'Recorded' Invoice and not a 'Draft' Invoice. When attempting to mark multiple Invoices as paid, all selected Invoices must be Recorded Invoices. If one or more of the selected Invoices have a 'Draft' status, the Mark Paid operation will fail and you will receive an error message.

 

For more information on 'Draft' and 'Recorded' Invoices please see the Draft vs Recorded Invoice topic.



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titleINVOICE TOPICS

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