How do I mark an invoice as paid and show the amount already paid?
In order to keep a comprehensive record of the payments made towards an invoice, whether the full amount is paid at once or partial payments are made, it is necessary to create a transaction. Once a transaction is created, each payment will be subtracted from the total invoice amount and will be updated in real-time. Once the client's payment matches the invoiced amount, the status of the invoice will automatically change to "Paid".
Note- Transactions are a fundamental tool for accurately recording each financial entry, ensuring the traceability of payments.
Given that Casolve is not directly linked to your bank account, it is strongly advised, as a best practice, to promptly add or update the transaction details whenever a transaction occurs outside of Casolve, regardless of the payment method used by your client.
You can add the transaction by going to the accounting section under the hub, or you can navigate to the accounting tab within a specific case and add the transaction there.
When you click the "Add Transaction" button, a pop-up will appear where you can select the invoice and mark it as paid by typing the full sum as requested in the invoice or you can add a partial payment.
When filling in the "Paid" field, choose the amount of money associated with the invoice you have received or intend to record. Next, indicate the payment method and date, and proceed by clicking on "Add Transaction".
After completing the transaction, all the details will be reflected in the invoices for your convenience.
The same calculation will be reflected inside an invoice as well.
