How To Change the Payment Status of an Invoice?
Changing the status of an invoice to paid or unpaid is an important action that helps monitor and manage the financial situation and payment status. It allows for efficient tracking of payments made, identification of unpaid invoices, and ensures accurate accounting. Additionally, it helps ensure smooth business processes and effective debt management. With the help of this guide, you can easily change the payment status of an invoice.
Issue an invoice
Select the invoice you want to add payment to from the list of invoices
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-09482_njb4vl.png)
Click ADD PAYMENT
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-09484_5ehx3r.png)
In the payment table that appears, select the payment method and enter the payment amount
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-09491_1h47ayn.png)
To change the account to UNPAID, click on the trash icon in the payments section and the payment will be REMOVED
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-09504_vjnf7s.png)
OR
Payment can be added through quick payment button in the invoice list
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-09512_1mge2mk.png)
Payment will be added as a current day bank transfer
How to do it?
Issue an invoice
Select the invoice you want to add payment to from the list of invoices
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-09482_njb4vl.png)
Click ADD PAYMENT
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-09484_5ehx3r.png)
In the payment table that appears, select the payment method and enter the payment amount
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-09491_1h47ayn.png)
To change the account to UNPAID, click on the trash icon in the payments section and the payment will be REMOVED
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-09504_vjnf7s.png)
OR
Payment can be added through quick payment button in the invoice list
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-09512_1mge2mk.png)
Payment will be added as a current day bank transfer
Updated on: 21/08/2024
Thank you!