Overview

This workflow uses the Invoices area and Quick Edit to choose an Invoice Payment Type for selected records.

Before You Start

You need access to the Invoices area and the Invoice Payment Type you want to apply.

How to Mark Invoices as Paid

1. From the left navigation menu, select Invoices.

2. Use the checkboxes to select Invoices individually or in bulk.
3. Click the pencil icon in the top-right corner.
4. Choose the Invoice Payment Type from the list.

5. Click OK to confirm and save your Invoice Payment Type selection.

Tips and Things to Know

• Use the checkboxes before opening the editing window.

• Choose the Invoice Payment Type from the available list.

• Click OK to confirm the selection.

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Frequently Asked Questions