Payment status

Open the document card and select Payments. Start a new transaction via Actions → Register Payment. Specify the actual amount paid, the date, the payment method, the reference or transaction number, and a note.

Before saving, check the total document amount (including taxes) and any previously registered transactions. If a single payment covers multiple documents, allocate it so that a clear link to the document remains on each card. For partially covered documents, you will see the registered transaction in the tab, but the overall payment status may remain Unpaid until the full balance is settled.

The process status Advance Paid and the payment status Paid mean different things. An advance may represent only a portion of the planned amount, so always review the payments table.

When editing or deleting a payment, remember that the document balance will change. If you do not see the action, contact the administrator regarding access permissions and status settings.

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