Before you can mark invoices as paid, the payment account information held in your accounting software will need to be synced to AutoEntry; and added to your company.
📎NOTE: If payment account information is not available in your accounting software, you will need to add it there first.
How to add a payment account
How to add a payment account
Integrate your company with accounting software and wait for your data to sync.
On the Integrate page, you will see a Payment Account section. Click Add Payment Account.
Select the accounts you want to make available for payment in AutoEntry from the drop-down menu.
AutoEntry also gives you the option to mark all invoices from a certain supplier as paid.
How to set a supplier default
How to set a supplier default
Navigate to Company Contacts.
Select the relevant supplier from your list to be brought to its settings page.
Under the Payment A/C section, select the necessary information and click the Mark as paid toggle to switch it on.
A single invoice can be marked as paid within the single invoice view.
How to mark a single invoice as paid
How to mark a single invoice as paid
Click the View button on an invoice in your Inbox.
Click the Mark as Paid toggle to switch it on. You will then be shown the drop-down menus for the Payment A/C and Publish To which you will need to select.
Publish the invoice.
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Last edited:
Jul 3, 2023, 10:16 AM