Marking an Invoice as Paid and set the payment date in the Payment tab.
User permissions required: Owner or Process Administrator
Self-Billing Payment:
- Go to Main Navigation > Self-Billing Management > Authorise Self-Billing > Payment
- Filter by date and click Search
- Use the Expand icons next to each user to view the individual invoices
- Click the View icon next to each invoice to view the invoice's details
- Select the invoices you wish to set as paid - by default, all invoices are selected
- Click Pay Invoice - A pop-up will show prompting you to set a payment date by clicking the calendar icon.