You can see the status of all invoices by going to the "Invoicing" Tab, "Invoice List" Sub Tab.
Click the red cross to expand the "Filters" menu, and set the parameters of which invoices show up in your search.
Then click the "Search" button, and the updated invoice list will appear below.
In the "Paid" column, you can see any full (in green text) or partially (in blue text) paid Finalized Invoices.
Your Clients can pay you in two basic ways:
- They send you a check or money order, give you their credit card, or send you a PayPal payment. When you receive the payment, you will have to record it in the system. You can apply payments by going to the "Accounting" Tab, "Payment" Sub Tab. After you apply the payment to the Finalized invoice, the Invoice will show up as "paid" in the Invoice List.
- As an Time and Billing Member, you have the option to set up the Client Access Portal. Your Client logs in to their Portal and sees the Time and Expense Entries on their behalf, and outstanding and paid invoices. They can pay you via PayPal (if you've set it up on your Time and Billing account) or credit card, and the payment automatically updates in the system. You don't have to manually apply it. You will see the paid invoice in the Invoice List.