Mark Invoice as Paid
Marking an Invoice as Paid using CRM Software
Mark an Invoice as Paid
Amphis Customer CRM Software is designed to make it easy to create Invoices for your customers. But when you receive payment, how do you mark an Invoice as Paid ?
When you receive a payment for one or more invoices for a customer, you simply go to the customer record and click the Customer History tab. Click Create Receipt to create a Receipt for the amount received.
Now you can enter the amount you have received and allocate it to one or more Invoices by simply entering the amount next to the relevant Invoice. An Invoice that has now been fully paid will be automatically set to a status of Paid. An Invoice that has been partly paid will be set to a status of Part Paid and you will be prompted to specify whether you expect the balance outstanding to be paid.
You can Print a Receipt or Email it to the Customer as a Word Document or as a PDF File (requires Word 2007 or a later version).