How to settle an invoice ?

To settle an invoice, follow these steps :

drapeau_vert.pngSTEP 1 : GO TO THE FINANCIAL TAB IN THE MEMBER FILE

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Go to the financial tab in the member file of the member concerned.

drapeau_vert.pngSTEP 2 : FIND THE TARGETED INVOICE

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Show 'Current operations' and inform 'Invoices' in the 'Search' field. Then select the 'Late payment' invoice.

drapeau_vert.pngSTEP 3 : TAKE THE ACTION YOU WANT

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Click on the three dots, then select the action 'Settle the invoice'. 

drapeau_vert.pngSTEP 4 : COMPLETE THE ACTION

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The window opens on the detail of the late payment invoice, giving the remaining due, here £30, which is automatically ticked. To complete the action, select 'Validate'.

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After validating, you will get to the usual payment screen, the amount to pay automatically appears. You can choose the method of payment and select 'Confirm' to settle the invoice.

drapeau_vert.pngSTEP 5 : CHECK THE ACTION

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To check the action, go back to the profile and to the financial tab, then show 'All the operations' and you will find that the payment of the invoice is duly 'Valid'. The invoice is settled.

 

Good to know

You can also go to Member Actions > Debts and Due dates to settle an invoice or go to the Member Area if you have this online payment feature. If a future direct debit is scheduled on the invoice, this will be notified :

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From the Member Area also:

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