Marking an invoice as paid in OfficeRnD Flex involves selecting appropriate payment options or allocating credit notes.
1. Add a payment
Follow these steps to manually record a payment on an invoice:
Open the invoice you wish to mark as paid in OfficeRnD Flex.
Click Add Manual Payment.
Enter the payment details, including:
Payment method (Bank Transfer, Cash, Credit/Debit Card)
Payment amount
Date of payment
Click Add.
If the full balance is covered, the invoice status will automatically update to Paid.
2. Allocate a Credit Note
Another way to mark an invoice as paid is by allocating a credit note to the invoice. This is especially useful if there are outstanding credits tied to the account.
Identify an existing credit note available on the account.
Open the credit note and click Allocate Credit.
Select the invoice to which you want to allocate the credit note.
Click Add.
If the full balance is covered by the credit note, the invoice status will automatically update to Paid.
Payment methods available
OfficeRnD Flex allows you to record payments using various methods, including:
Bank Transfers
Cash
Credit/Debit Cards
Cheques
POS
When adding a payment, ensure you select the correct method to maintain accurate records.
Tips for accurate payment recording
Always double-check the payment details before saving.
If the payment does not fully cover the invoice amount, the invoice status will remain partially paid.
Use the Reference field for additional information (e.g., transaction IDs or comments).
By following these steps, you can ensure all invoices are accurately marked as paid in OfficeRnD Flex.