Express Invoice

itzme59

Is it possible to mark an invoice as closed, if so how do I do this. Greatly appreciated if someone has the answer, thankyou.

N_C_H_OMG

I'm not sure what exactly you are looking for. However, invoices in ExpressInvoice do have 3 different states: Not Paid, Partially Paid, and Paid. The status automatically changes when payments are applied, and I am assuming this is the only way to close it. I guess, the first 2 states can be viewed as 'Open' and the final 'Paid' can be viewed as 'Closed'.

Hope this helps!

itzme59

Thanks for you reply and suggestion, but I was wondering if the status can be updated from Paid to Closed, so as not to get them confused with Open Invoices.

Teri

I find that Express Invoice marks invoices "closed" when the invoice has a zero amount due. Don't confuse this with a paid invoice. I mean when I send a sample of something to a customer and it has a zero amount due. I make an invoice for those so I can keep track of the inventory. It lists these invoices in the open invoices list as "closed."

I don't see any way to get it to list only invoices with balances due in the open invoices list. That would be in a report function. The only options in the invoice list is for All, Recorded, and Draft.

Teri