Topic Overview
- Registering partial payments
- Invoice workflow and the pay step
- Viewing and editing registered payments
- Additional payments after invoice completion
Registering partial payments
In Alasco, you can register multiple partial payments against a single invoice. This allows you to accurately track the cash flow before an invoice is marked as fully paid. Follow these steps to register a payment:
- Open the desired invoice to register a payment.
- Enter the payment amount and the relevant details.
- Pay attention to the final payment checkbox. This is enabled by default and sets the invoice status to Paid.
- Uncheck this box to only make a partial payment and keep the invoice open for further payments.
Invoice workflow and the pay step
If you use an invoice workflow with a pay step, this step remains open as long as the invoice does not get set to Paid. As long as you only register partial payments and leave the final payment checkbox unchecked, the invoice will stay in the pay step for further payments.
Viewing and editing registered payments
All registered payments are clearly displayed in the invoice details panel.
- Open Invoices in the sidebar.
- Click on the desired invoice to open the invoice details.
- Scroll to the registered payments section to see a list of all partial payments made so far.
In this section, you can correct errors in already registered payments. You can edit the paid amount, the date, or modify the payment comment.
As long as the invoice is not marked as Paid, you can also delete existing payments.
Additional payments after invoice completion
Even after an invoice has become Paid, you can still register additional payments. The list of payments in the invoice details panel will be updated accordingly.