For the dashboard user that is also a part of the billing department, the Mark as Paid button in the order edit screen is a convenient way to change the status and move an order from the Billed tab to the Paid tab. However, before the action is complete, the user will be prompted to enter the Paid Amount, update the Payment Method, insert the Reference Number (or check number), enter the Receipt date, and update any Payment notes as needed. To complete the action, press Save. The order will now appear on the Paid screen.

If you need Help or further assistance, please contact Support chat on the bottom right of the screen.

Did this answer your question?