Once your invoice is finalized and sent to the customer, you probably need to track its payment by the due date. Here you will find some tips to control the life cycle of your invoice in Dashdoc!
Find your invoices
If you have a large number of customers or if you invoice regularly, you will have many invoices available on Dashdoc.
From the menu "my invoices", use the filters available to find your invoices.
3 types of filters are available:
client principal
date of execution of the transport
status of the invoice (draft, finalized, paid)
The search bar at the top of the page also allows you to find an invoice by key words.
Mark the invoice "paid
You have found your invoice in the dedicated list, you can now mark it as paid.
Click on the invoice, in the upper right corner click on the button "mark paid".
You can also go back by clicking "mark unpaid".
⚠️ Marking the invoice paid in Dashdoc does not affect its status in your billing tool, and vice versa.
If you mark your invoice as paid in your billing tool, it will not change the status in Dashdoc.
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