[Richard Joyce]

Morning to all I wonder if anyone could help me I have recently bought cleaners mate and I have done a few invoices some of them have already paid so I put paid in the terms but some are on a 30 day payment. When I receive payment how do I mark it as paid, there is a paid button which you put the date when it was paid in the invoice itself but the problem is that once you have done that there is nothing to say what invoices are closed and still open unless you go in to the invoice itself. So as a over view when you look at the invoices page and see lots of invoices how do you know who has paid and who has not, if anyone could shed some light then that would be fantastic. Many thanks Richard

[Kev Loomes]

Hi Richard

First of all, all you need to do is when a client has paid, is go into their invoice and change the terms to 'Paid' There is even a Paid Date too if you want to enter this. This marks up the invoice accordingly.

Then all you need to do to view which ones are due/outstanding, paid etc etc, is to click the 'Invoices' button in the main front screen. Then in the 'Terms column' click the actual word 'Terms' at the top and it will sort the invoice list in order of Paid, then the other terms you have set, then which are due. Click it again and it will sort again the other way round so that the due invoices are at the top of the list. Its this simplicity which makes keeping track quite easy.

Also remember, you can also view your graphical reports (amongst other things) to show figures for 'Paid only invoices' if you wish.

I hope this has helped.

Thanks

Kev

p.s. please feel free to contact me for any other queries.

[Richard Joyce]

That's great thank you very much I must say its a fantastic tool. And I'm am very pleased so far it just takes awhile to get used to it.