In Flex, you can mark invoices as paid by recording manual payments or applying existing credit notes. This ensures that your billing records stay accurate and that payment statuses reflect real account activity.
This article explains how to add manual payments, allocate credit notes, and choose the correct payment method to update invoice statuses correctly.
Before you start
Familiarize yourself with how invoicing works. Get started with invoicing →
Option 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.
Option 2: Allocate a Credit Note
Another way to mark an invoice as paid is to allocate a Credit Note to it. 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, 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).