The following is a simple instruction on how to mark invoices as paid in
CRM so that they correctly send out payment receipts to clients.
- Technology: CRM
- Sphere: Reporting
- SDLC: Throughout the lifetime of the project
- Cadence: After every invoice is paid
- Open up the invoice in CRM
- Confirm that the total amount of the invoice matches the amount of
the payment received (Exhibit 2). If not, make changes the
"products" section (Exhibit 1) of the invoice as necessary until the
amounts match. If any amounts change, please make sure the total
hours paid (Exhibit 1) matches as well.
- Select the Date Paid (Exhibit 1), Hit "save".
- Select "Mark Invoice as Paid?" (Exhibit 1) and change to "Yes", Hit
"Save & Close."
If you DO NOT want the client to receive the payment receipt email,
follow these steps:
- Open up the invoice in CRM
- Confirm that the total amount of the invoice matches the amount of
the payment received (Exhibit 2). If not, make changes the
"products" section (Exhibit 1) of the invoice as necessary until the
amounts match. If any amounts change, please make sure the total
hours paid (Exhibit 1) matches as well.
- Select the Date Paid (Exhibit 1), Hit "Save".
- Change the invoice status to paid by clicking the button at the top
labeled "Invoice Paid" (Exhibit 1). The invoice will automatically
save after the button is selected but no payment receipt email will
be generated.