Creditable Settled Invoice
On this page
Lists creditable invoices that are fully paid (received amount equals posted amount). Use it to look up a paid invoice, print it or e-mail it to the partner.
Before you start
- An invoice becomes settled automatically in Creditable Invoice when its payments cover the full amount.
Screen layout (list)
This screen uses the standard search-first list layout: a dark Filters band on top, then a full-width table with Search in the list, a column filter button, Columns, sortable headings and a paging bar (rows become cards on phones). The common parts are explained in Search-first list screens; the fields and columns specific to this screen are listed below. Same columns as the open list: Sr #, Sales & Channels, Category Name, Invoice No, Invoice Date, Due Date, Posted Amount, Received Amount, Due Amount, Remark; Search, column filters and the visible-columns panel. There is no Add button. Click the partner name to open the invoice.
Settled Invoice dialog
Title Settled Invoice. Read-only header: Sales & Channel (with address), Invoice No, Invoice Date, Due Date, Remark, Total Folio Amount, Paid Amount, Due Amount. Two tabs: the folios on the invoice and the payments (Date, Payment Mode, Receipt #, Amount, Ex. Rate, Total, Deleted Date, Remark).
| Button | Meaning |
|---|---|
| show / hide Deleted Payment | Toggles deleted payments (shown only when the property setting display deleted payment is on and one exists) |
| Prints the invoice PDF | |
| Sends the invoice to the partner's e-mail address | |
| Close | Closes |
How to print or e-mail a settled invoice
- Open Creditable Sales & Channels > Creditable Settled Invoice.
- Click the partner name of the invoice.
- Click Print, or Email.
Result: the PDF opens in a new tab, or the message Email send successfully. appears. The e-mail subject is "
How to re-open (un-settle) an invoice
Delete the payment that settled it (delete icon on the payment card) and confirm; the invoice returns to the open list when the received amount falls below the posted amount. Deleting needs the appropriate payment privileges.
Messages you may see
| Message (exact text) | Why | What to do |
|---|---|---|
| Please configure Email Settings. | E-mail not set up for the property | Configure e-mail in settings |
| Please add Sales & Channel Email Address. | Partner has no e-mail | Add it in Sales & Channels |
| Email send successfully. / Email not sent. | Result of Email | Retry or check settings |
| Are you sure you want to delete? / Are you sure you want to permanentaly delete the selected record? | Payment delete confirmations | Yes / No |
Tips and FAQ
- Q: Where is my paid invoice? A: Here, not in Creditable Invoice.
- Q: Can I change a settled invoice? A: Not directly; remove the payment to re-open it.