Closing Invoices (Processing Payments)
The Closing Invoices process finalizes the payment cycle for services rendered, marking the invoice as paid and completing the transaction. Customers can pay invoices remotely through links sent via email or SMS, or payment can be processed internally by authorized users. Once payment is received, either automatically or manually, the invoice can be closed to indicate completion. Closing the invoice also triggers margin calculation, providing insight into profitability, which can be viewed on both the invoice itself and the Job page. This process ensures that records are updated, with closed invoices appearing in the Estimates & Invoices section on the Job page.
Prerequisites: Authorised Users.
Instructions
After Customer Pays Remotely Approval
- Invoices can be paid by the customer remotely via the email or SMS sent to them.
- The payment will now be visible in the Estimates & Invoices box on the Job page.
- You will also receive a notification.
Internal Payment Processing
- From the Job page, locate the invoice in the Estimates & Invoices box.
- Click on the invoice you wish to process payment for, which will direct you to the Invoice page.
- Under Pay, click on the Select Payment Type button in the top right, then select from the drop down menu.
- Fill out any relevant payment details as prompted
- You will receive a popup confirming “Payment Complete” and asking “Would you like to close this invoice?” You may close it now or close it manually through steps 7 onwards.
- Once payed, it will now be visible in the Estimates & Invoices box on the Job page.
- If you didn’t opt to close the invoice as laid out in step 5, you may close it manually. Returning to the Invoice Actions button, click Close Invoice.
- You will see the popup asking you to confirm.
- After clicking yes, you will receive confirmation that the “Invoice Closed Successfully”.
