How to mark an invoice as paid or unpaid - NextGen

Modified on Fri, 08 Mar 2024 at 10:38 AM

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.


Quadient AP's Invoice module allows you to mark invoices as paid or unpaid. This feature allows you to move an invoice to or from the Payment Create tab without needing to sync payment information from your ERP. Please note that this feature is only available for users with the Payments module enabled. To learn more about the Payments module, please contact your Customer Success Manager. 


Requirements

The following requirements must be best to use the Mark Invoice as Paid/Unpaid feature.

  • You are using the Payment module
  • The invoice is in Exported status
  • The vendor on the invoice is enabled for at least one payment method

Invoice Administrators and System Administrators can mark invoices as paid or unpaid. Invoices Administrators must also be the invoice owner to mark it as paid or unpaid.


Mark an invoice as paid

Locate the invoice, and click into the invoice details. Under the Actions menu, select Mark Invoice as Paid. If this option is greyed out, you may not be the invoice owner or the invoice may not meet the requirements mentioned above.  


Mark the invoice as unpaid

Locate the invoice, and click into the invoice details. Under the Actions menu, select Mark Invoice as Unpaid. 

If this option is greyed out, you may not be the invoice owner or the invoice may not meet the requirements mentioned above. Additionally for the Mark Invoice as Unpaid feature, this option may be greyed out if you have a payment associated with the invoice. The payment will need to be voided before any further actions can be taken. Please reach out to our Support team for assistance with voiding payments.


 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article