To mark an invoice as sent, head over to the Main Card, Invoices-view, under the Finalized section.
You can search for the invoice you want by scrolling through the list or typing the following information in the field:
- Payer Name
- Payer Number
- Invoice Approver
After finding the invoice you want, click the Sent button and you are done.
Once you mark the invoice as sent, the button will change to Paid, allowing you to record payments.
Note:
1. Ensure that you are a User with 'Accounting'-rights set up to be able to mark an invoice as sent.
2. This functionality is for "informational purposes" only, which means it does not send the invoice to the Client/Payer. Instead, it simply marks the invoice as Sent. No actual email is sent to the Client/Payer.