Payment status

An invoice can either have the payment status unpaid or paid.

Automatic workflow

With credit card payments, the transition from unpaid to paid happens automatically. When there’s a credit card attached to the user and the full pending invoice amount could be captured, the invoice is automatically marked as paid.

Special cases

For the following two cases invoices are automatically marked as paid when finalizing the invoice:

• Invoices with a total amount of zero are also automatically marked as paid.

• Invoices with the payment terms DIRECT DEBIT are also automatically marked as paid.

Manual workflow

With payment workflows outside of the system, the payment status change cannot happen automatically. It’s up to the admin user to manually trigger the “Mark as paid” action in the invoice admin.

Questions & Answers