How to Close an Open Invoice

Follow the steps below to close an open invoice by receiving a payment equal to the balance due on that invoice:

Open the OnTime Management Suite.
Click on Billing.
Click on Invoices and locate the invoice to be closed.
Right-click the invoice and choose Recieve Payment... from the context menu.
On the resulting Payment window, enter the amount shown under the Amount Due column for the selected invoice into the Payment amount field.
Click Save and Close. By adding a payment equal to the amount due on an invoice, the system will automatically mark the invoice as paid or closed.

Article ID: 10, Created: 5/19/2015 at 9:55 AM, Modified: 6/25/2024 at 11:07 AM