How can I Mark Invoices and Receipts as Prepaid?

How can I Mark Invoices and Receipts as Prepaid?

Marking Invoices and Receipts as Prepaid

 

You can now mark Receipts or Invoices as Prepaid, either automatically or manually, and they will not be included in your accounting export.

 

If a vendor will always be prepaid, use the new checkboxes in the Vendor Editor’s Stores tab to have the designated document type(s) set as prepaid for that vendor in the selected store. Once this has been configured, every time that type of document is created for that vendor in that store, it will automatically be marked as Prepaid.

 


 

 

Alternatively, individual receipts and invoices may be set as Prepaid manually in the document editor. Once the Prepaid checkbox is checked, you can also use the adjacent Notes field to include the check number or other payment verification information.

 


 

Once marked as Prepaid, these documents will be flagged to not be included with your accounting export.

 


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