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: How to Quickly Mark Invoices as Paid or follow the the steps below.


Step 1: Navigate to the Invoices Page

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

  

Step 2: Select Your Date Range

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

Step 3: Select Invoices to Mark as Paid

  1. Locate the invoices that need to be marked as paid.
  2. 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

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

   

Step 5: Confirm the Payment Update

  1. Click the Go button to proceed.    
  2. 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.