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.
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.
- 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.