Zena
Zena
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Hello,

I generated an invoice and the status was pending.
When i manually set the status of the invoice to 'Paid', the status of the invoice changed but the but the invoice count under the status did not change. the invoice was still counted as pending.
My expectation is that when i manually change the invoice status to paid, the count should also change
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Wednesday, September 12 2018, 09:43 AM - #Permalink
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thanks a lot for your suggestion

1. we will consider this

2. this already happens

3. I totally agree.

4. yes.. because there's no payment..
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  • Accepted Answer

    Zena
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    Tuesday, September 11 2018, 10:59 AM - #Permalink
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    Thanks Germinal.

    I am thinking this should be considered for future enhancement for the below reasons:

    1. the invoice status should reflect the actual status of all payments. When i change the status to PAID, this should mean that all the payments in the invoice is received.

    2. if i select 'PAID' on a specific payment, it should automatically mark the invoice as partially paid (in case of multiple payments) or paid (just as you have it now)

    3. As someone with financial background, its wrong to create an invoice without a payment inside of it

    4. If i create an invoice without a payment and I mark this invoice as 'PAID' the amount, it still does not add to the 'TOTAL INCOME' dashboard
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    Tuesday, September 11 2018, 10:40 AM - #Permalink
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    no, it doesn't work like that.. it's not intended to work like that.

    what you should mark as paid is the payments, which then make the invoice be seen as "paid", automatically...
    or just DON'T create payment inside the invoice and you will avoid all this problem...
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  • Accepted Answer

    Zena
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    Tuesday, September 11 2018, 10:14 AM - #Permalink
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    Thanks for your response.
    However, marking the invoice as PAID
    should also mark the payments as PAID. What is the purpose of having the invoice status if I still need to make individual payments?
    I am only trying to understand the logic behind this functionality?
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  • Accepted Answer

    Tuesday, September 11 2018, 09:55 AM - #Permalink
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    hi

    I just responded to this above.. you need to set the PAYMENT as paid. the PAYMENT, not the invoice.
    and then the invoice will be automatically paid.
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  • Accepted Answer

    Zena
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    Tuesday, September 11 2018, 09:53 AM - #Permalink
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    When i edit one of the invoices, i see that even after changing the status to paid, the payment itself is still tagged as pending
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  • Accepted Answer

    Zena
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    Tuesday, September 11 2018, 09:50 AM - #Permalink
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    Hi @Germinal. You are correct, the invoice status is changed to 'PAID' but you see the orange count under the paid. It still counts as 1 pending payment (or does not make it as a received payment. This means that the amount is not added as part of the total income. It is still added as a pending income.
    You can see from the attached screenshot that multiple invoices are marked as paid but the invoice count does not turn green (still orange) hence the total invoice at the dashboard is not adding them you as income.
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  • Accepted Answer

    Tuesday, September 11 2018, 09:10 AM - #Permalink
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    no, the invoice is set as PAID, it clearly says that in your screenshot.

    what is "Pending" is a payment inside that invoice. you need to set that as paid, or delete it.
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