{"id":5785,"date":"2018-05-25T14:34:25","date_gmt":"2018-05-25T11:34:25","guid":{"rendered":"http:\/\/support.simplbooks.lt\/en\/?post_type=ht_kb&p=5785"},"modified":"2026-07-13T15:05:58","modified_gmt":"2026-07-13T12:05:58","slug":"marking-invoices-as-receivedpaid","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.lt\/en\/vartotojo-vadovai\/marking-invoices-as-receivedpaid\/","title":{"rendered":"Marking invoices as received\/paid"},"content":{"rendered":"

In the Simplbooks system you can manually mark purchase and sales invoices as received\/paid (it is done the same way for a sales invoice on the basis of a purchase invoice). Let\u2019s look<\/strong> at this option on the example of a sales invoice<\/strong>.<\/p>\n

1.\u00a0Open \u201cOPERATIONS\u201d<\/strong> and select \u201cInvoices\u201d<\/strong>.
\n2.<\/strong> Find<\/strong> the desired client and invoice through the search filters.<\/p>\n

3.<\/strong>\u00a0Click<\/strong> the three dots on the right and select \u201cMark as Paid\u201d.<\/p>\n

\"\"<\/a><\/p>\n

Or open the invoice by clicking on it, then click “Actions” in the upper-right corner and select “Mark as Paid”<\/p>\n

\"\"<\/a><\/p>\n

4.\u00a0<\/strong>If the payment for the invoice has not been<\/strong> entered<\/strong> previously, the program defaults to suggesting the invoice amount as the new receivable<\/strong>. If necessary, adjust the amount (if it was partially paid). Enter the correct bank account or cash register and the receipt date. If a larger (excess) amount is received, the system links the remaining amount to the customer.<\/p>\n

\"\"<\/a><\/p>\n

If a payment was entered earlier<\/strong> (e.g., an advance payment), the program will first suggest linking the existing payment to an invoice. You can always change this selection to “New Payment.”<\/p>\n

You can find payments not linked to an invoice under: Operations > Receipts.<\/p>\n

The unlinked part is displayed on a yellow background. To link payments to an invoice, follow the steps described above, or<\/strong> you can open the payment and click \u201cBind to an Invoice\u201d in the top-right corner\u2014 this will open a linking window where you can select which invoices you want to link to the payment. Click \u201cBind receipt to invoice\u201d<\/p>\n

\"\"<\/a><\/p>\n

If You have more questions, please contact us support@simplbooks.lt<\/a><\/em><\/p>\n","protected":false},"author":332,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[174],"ht_kb_tag":[],"class_list":["post-5785","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-operations-faq"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/5785","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/users\/332"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/comments?post=5785"}],"version-history":[{"count":7,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/5785\/revisions"}],"predecessor-version":[{"id":17433,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/5785\/revisions\/17433"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/media?parent=5785"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb_category?post=5785"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=5785"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}