How do I manage invoice statuses?
How do I manage invoice statuses?
There are five different invoice statues: Unpaid, Paid, Partially paid, Cancelled, and Bad debt.
These can be found in the Administer Invoices page in your Admin Portal under Invoicing and Payments > Invoices. Created invoices will display their status in the dedicated column on this screen:
If you go into a specific invoice, you'll find an "Invoice status:" button that provides a drop down menu of all five statuses. The current status will be highlighted:
There is no need to manually change between Unpaid, Paid, and Partially paid. As payment methods are inputed or charged, the invoice status will change accordingly.
When Cancelled is selected, a popup will appear letting you know that item rows will be removed, item statuses will change to NO SALE, and corresponding seller settlements will be updated. Abort will exit this popup, and CANCEL INVOICE will perform this invoice status.
The "Bad debt" status is for clerical purposes only and will not affect anything beyond labeling the invoice as such.