How do I prevent an invoice from appearing in the create tab?

Modified on Wed, 22 Feb 2023 at 03:09 PM

If you don't want an invoice to appear in the Create tab of the payments module, you can either mark the invoice as paid in Beanworks or pay the invoice through your ERP. If you pay the invoice through you ERP, you can sync your payment data to Beanworks and the invoice will not appear in the Payments Create tab.

To Mark an Invoice as Paid in Beanworks

1. Go to the details view of the invoice you would like to mark as paid.
 2. Go to Actions on the top right corner, then 'Mark Invoice as Paid'.

Once you select this option, the invoice will no longer show up on the Payments Create tab. 

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