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:

NOTE

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.

INVOICE TOPICS

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