This feature is only available if you are using our payments module. In case you are not using our payments module and would like to learn more, please email firstname.lastname@example.org.
The vendor is enabled for a payment method.
The invoice has been exported and is available in the payments create tab.
You need to be an owner to mark the invoice as paid or unpaid or have the right permissions to do so. If you are unable to mark an invoice as paid/ unpaid, please reach out to support or your customer success manager.
We recommend using this feature only if you have an invoice for a vendor that you do not wish to pay via the payments module.
HOW IT WORKS
To mark an Invoice as Paid in Beanworks
STEP 1: Go to the details view of the invoice you would like to mark as paid.
You can access the details view of the invoice directly from the payments module or within the invoice module.
STEP 2: Go to Actions on the top right corner, then 'Mark Invoice as Paid'.
Once you mark the invoice as paid, it will no longer show up on the create tab of the payments module.
To mark an Invoice as Unpaid in Beanworks
Much like marking an invoice as paid, you now have the ability to mark an invoice as unpaid. This option is for when an invoice was erroneously marked as paid and is still outstanding.