Update the status of invoices as payments are received or issues arise. All status actions are performed through the Invoice Actions modal.
Accessing Invoice Actions
Find the invoice on the booking detail page, lease detail page, customer profile, or invoices list.
Click the Actions button on the invoice to open the Invoice Actions modal.
The modal shows the invoice details (number, customer, amount, status) and available actions.
Mark as Paid
When you receive payment (e.g. cash, bank transfer, or manual card payment):
Open the Invoice Actions modal.
Click Mark as Paid.
This option is available when the invoice status is not already paid or voided.
Mark as Unpaid
If a payment was recorded incorrectly:
Open the Invoice Actions modal for the paid invoice.
Click Mark as Unpaid.
This option is only available when the invoice status is paid.
Void an Invoice
If an invoice was created in error or is no longer valid:
Open the Invoice Actions modal.
Click Void Invoice.
Confirm the action in the browser prompt.
This option is available when the invoice is not already voided or refunded. Voided invoices remain in the system for record-keeping but are marked as void and no longer count toward outstanding balances.