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User Guides

Payments and invoice status

Screen reference​

Invoice status and payments help teams track billing progress, collections, and financial reporting.

What you can do​

  • Mark invoices paid when payment is received.
  • Register payments where payment tracking is enabled.
  • Use invoice statuses consistently.
  • Void, cancel, or unvoid only according to your organization policy.

Environmental consulting example​

Accounting marks an invoice as paid after the client pays the monthly environmental compliance invoice.

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