In Pandle, an invoice status does not change to 'Paid' until you have processed the invoice payment through your banking. This means it's a good idea to keep your banking right up to date to ensure that your receivables/payables reports are correct and payment reminders are only being sent to customers who have not yet paid.

How to process an invoice payment through banking

Whether you enter your banking transactions manually, with file uploads or automatic bank feeds, the process is the same:

1. When you come across an amount that relates to a customer or supplier invoice you simply change the transactions type from 'Money In/Out' to 'Customer Receipt' or 'Supplier Payment'. In the example below £3000 has been received from a customer which relates to an invoice in Pandle:

2. Once the transaction type has been changed to 'Customer Receipt' the green invoice button will become enabled. When clicking this button, a list of invoices created on or before the transaction date will be displayed as follows:

3. Simply click 'Pay In Full' (if the amount is the same or more than the invoice amount) or enter the amount under 'Payment Total' if it's a part payment of the invoice.

4. Once saved, you will notice that the invoice is now marked as paid, it is no longer outstanding and the customer's balance owed to you is reduced by the amount processed.

The exact same principle applies when suppliers issue invoices to you (for which you pay later). You enter the supplier invoice and then select transaction type 'Supplier Payment' when completing your banking.

You may also be interested to read our Enter Transactions support article.

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