Mark Paid button

[Lori]

I remember when you added this ages ago, but I didn't pay attention. How does it work? I thought I could enter an invoice & use Mark Paid to give a waiting customer a Paid invoice, but it doesn't work like that. Can someone give me a tip?

Lori

[K Software]

The Mark Paid button only appears (and works) if the invoice balance is zero. If I recall correctly the original requester was giving away products but wanted record of them to appear as paid invoices.

To send a customer a paid invoice just add a payment for the amount due on the invoice and the status changes from Pending to Paid (and is indicated on the printed invoice).

[Lori]

Yeah, but.. how does that other person enter the item? because as soon as you enter the item the button disappears. So how is he recording the free item at all?

You see what I'm trying to do is keep a record of the person making the on site purchase & paying right then, because with the flower shop many customers are repeat at holidays, like xmas & tkgv, & they try to say "last year it only cost ..." & if they paid at the time of purchase that paper work is deeply filed. But if they charged & were invoiced, I can sneak to the computer while someone else works with them & I can swoop in for the kill with "oh, no, last year, you spent ..." You see the flower shop is a mean place & I need to be as armed as possible when these people come in trying to mess with us.

So I'm just looking for the quick record keeping part & was hoping to bypass a step & mark it paid quick. But I understand of course how to make a payment onto the invoice the traditional way.

Thanks, Lori.

[K Software]

Yeah, but.. how does that other person enter the item? because as soon as you enter the item the button disappears. So how is he recording the free item at all?

He was creating an invoice, adding a zero-priced item to it, then clicking the Mark Paid button. The Invoice never had a positive balance so the Mark Paid button stayed there even after the item was added (again, only because that item had a zero price).

So I'm just looking for the quick record keeping part & was hoping to bypass a step & mark it paid quick. But I understand of course how to make a payment onto the invoice the traditional way.

I think I understand what you're trying to do and Mark Paid isn't what you want. You were looking for a shortcut to "New Payment" => "Save", right?

[Lori]

:o Yes, just a short cut to keep the record of a paid for purchase. I don't know if it can be done though, because I'm sure it would only have value to the rest of the users if it defined the method of payment & that's already done in the "Payment" area. Looks like I talked myself out of a short cut.

Lori

[K Software]

Sometimes saying it out loud (or writing it down) helps.. If you have an idea of how a short cut can work for you I'm all ears!