Do not index
Do not index
Introduction
In this thread we will be going over how to change the status of an Invoice in the Truckbays platform as well as clarify some commonly asked questions on Invoices in Truckbays.
Before Getting Started
Here are some commonly asked questions on Invoices and their status.
What are the different kinds of status for an Invoice
The status of an Invoice varies and goes as follows “Open” an open invoice means it is awaiting a payment to be made. “Uncollectible” A payment for this invoice is not expected but can still be made should the customer attempt to pay. “Void” The invoice contains a mistake and is finalized. “Paid” The payment was collected and the invoice is finalized.
What happens when an Invoice stays open
If an invoice stays past due for more than 30 days the customer will be automatically evicted and will not be able to reserve until a payment is made or the invoice is manually cleared.
Can I change the status of any Invoice?
Please note the status of an Invoice can only be changed if the current status is “Open” or “Uncollectible”. The status cannot be changed if it is “Void” or “Paid”.
Step-By-Step
How to change the status of an invoice.
This guide will walk you through changing the status of an invoice in the Truckbays application. From navigating to the invoice details to updating the status, follow the engaging instructions below to efficiently manage your invoices.
1. Click "Payments & Invoices"
Navigate to the Payments & Invoices section.
2. Click "Invoices"
Select the Invoices option from the menu.
3. Click "View Details" next to the customers invoice you would like to change.
Access the detailed view of the invoice.
4. Here you can see the three status types for an invoice.
Select between "Paid" "Void" and "Uncollectible"
5. Click the one that best applies to your use case and select "Update Status" when you have made your selection.
Confirm the changes.
6. When you have confirmed your selection the status next to the price will reflect the change.
The change will be reflected immediately.
This guide covered the steps to update the status of an invoice in Truckbays. From accessing invoice details to marking it as paid or uncollectible, you can effectively manage invoice statuses with the provided engaging instructions.