Track payment status and direct debit

Tracking payment statuses is essential for a healthy cash flow. The system offers both manual and automatic options for status management.

Updating payment status manually

1. Open the invoice from the invoice overview.
2. Click Mark as paid in the top right of the invoice page.
3. Fill in the date received and the amount received.
4. Click Confirm. The invoice status changes to Paid.

Setting up automatic direct debit

1. Go to Settings → Payments.
2. Activate the Direct debit module and enter your SEPA direct debit mandate.
3. For each customer you can enable direct debit on the customer page if the customer has given consent for this.
4. On the due date the amount is automatically collected and the invoice is marked as paid.

Failed direct debit attempts are reported in the dashboard notification center so you can act quickly.