Properly recording payments for your invoices is crucial for maintaining accurate financial records. This guide will walk you through the process of marking invoices as paid in Banqup, ensuring your purchase invoices stay up-to-date and organized.
Go to Purchase Invoices.
Select the invoice(s) to mark as paid, then click on Mark as > paid.
A modal opens where you can indicate:
Payment method
Payment reference number (optional)
Payment amount
Payment date
Additional comment
After clicking on Mark as paid, the status of the invoice(s) will change to Fully paid or Partially paid, depending on the payment amount.
Note: Invoices can also be marked as Refused. You'll need to choose a reason for refusing the document and an optional comment can be added. You can still mark refused invoices as Resolved later.
FAQ
Can I undo a "Mark as paid" action if I made a mistake?
Yes, you can reverse this action by selecting the invoice and choosing Mark as > unpaid.
Can I set up automatic payment status updates?
Yes, invoices paid directly through Banqup are automatically marked as paid. For payments made outside the platform, you'll need to manually update the status as described in this guide.