Change payment status Praxis Desk Kasse

Set an invoice or fee note to paid when you don't use the Partial Payment module.

Required license

With the Partial Payment module, the menu item is called Payments. Find the procedure in the article Record payments.

Requirements

• The invoice or fee note is not a draft, not a training entry, and not canceled.
• You have the Bearbeiten permission for invoices.
• Receipts can't get a payment status — only invoices and fee notes.

How to proceed

1. Open the invoice overview.
2. In the invoice row, open the action menu and click Change payment status.
3. In the Add payment section, choose the payment method.
4. Check the amount. Offisy pre-fills it with the outstanding balance.
5. Click the button for the selected payment method, for example Mit Bar bezahlen.
6. Offisy creates the payment. If the outstanding balance is then 0, the status switches to Paid.

You can also choose Create receipt from invoice in the action menu. For a fee note, the entry reads Create receipt from fee note. It only appears without the Partial Payment module.

Note: You cancel an incorrect payment as described in Record payments.

Common issues

• Menu item is missing: The invoice is a draft, a training entry, or canceled. Or you lack the Bearbeiten permission.
• Payment is rejected: The payment date is before the invoice date or in the future. Choose a date between the invoice date and today.