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Singe Invoice
CDR2Cloud allows you to record payments against an Invoice. Naturally you can record a partial payment or a fully full payment as well as the method of payment. Once a payment is recorded against an Invoice a related entry is automatically recorded towards created in the paying customers account.
For more information on recording an Invoice payment please see the topic 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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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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