To offer your sales people the best possible means to manage the relationship with their customers, it is important for them to know if their customers have paid their invoices in time or not. 

In this article you will learn how to update payment information in iXpole


Let's get you started


Go to  Sales >> Invoices

iXpole will show you an overview of all invoices and their main characteristics. The Status field can have different values.

At the left side you can filter on different fields.

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Payment No is an editable field, meaning you can click on it and edit it manually.

When you update the Payment No field, iXpole will automatically assume the invoice has been paid and will update the invoice status to Received.
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Note that the payment status can also be used to trigger some actions automatically using a workflow configuration. E.g. Making tickets available only when payment has been received.