Keeping track of your invoices and marking them as paid is crucial for maintaining accurate financial records. CaterZen allows you to quickly mark multiple invoices as paid in just a few clicks. Follow these simple steps to streamline your accounting process.


**Explore our Interactive Click-through Guide here or follow the the steps below


Step 1: Navigate to the Invoices Page

  • Click on the Accounting tab in your CaterZen dashboard.
  • Select the Invoices/Catering Tickets link to view all outstanding invoices. 

  

Step 2: Select Your Date Range

  • Choose the appropriate date range for the invoices you need to mark as paid.
  • Click Apply Filters to display the relevant invoices.   

Step 3: Select Invoices to Mark as Paid

  • Locate the invoices that need to be marked as paid.
  • Click the checkbox next to each invoice you wish to update.   
  • Tip: To select all invoices on the page, click the checkbox in the header row.    

Step 4: Choose Payment Type

  • Once invoices are selected, a dropdown menu will appear at the top of the list.
  • Choose the appropriate payment method:
    • Paid (Unspecified)
    • Paid by Credit Card
    • Paid by Cash
    • Paid by Check 

   

Step 5: Confirm the Payment Update

  • Click the Go button to proceed.    
  • A confirmation popup will appear—click OK to finalize the payment status.   

Step 6: Verify Payment Updates

  • The system will update the balance to $0.00 for each invoice marked as paid.
  • The selected payment type will now be displayed under the Payment column.
  • Note: This feature only marks invoices as fully paid; partial payments must be handled separately.  


You’re Done!

With these steps, you’ve successfully marked your invoices as paid, ensuring your records remain accurate and up to date.


For additional help, refer to the CaterZen Support Center or contact our CaterZen Support Team.

Not a CaterZen customer yet? Discover how our catering software can streamline your business—click here to learn more!