Introduction
This article explains how to mark more than one company invoice as paid in case of corporate clients. This feature allows marking invoices as paid with a specified date of payment, which you choose from a date range starting from the invoice creation till the current date.
This feature is currently unavailable for individual clients' invoices.
- This article shows how to mark invoices as paid in case of corporate clients.
- This article will be helpful to PG Champion, Club Manager, Sales Manager, Finance & Accounting and Club Owner.
Before you start
If you want to use this feature, contact the Perfect Gym Support Team and ask them to enable the CompanyInvoice.MarkAsPaid.WithDate.IsEnabled setting for your club.
Also, make sure you have configured the following steps:
- Granted access to Company invoices. For more information go to this article.
- Granted access to the Accounting module in View mode.
- If this permission is not available for you, contact Perfect Gym Support Team and ask them to make it available on your database.
- Granted access to the Mark as paid.
At lease one company invoice has to be created in the system for this feature to work. The amount to settle must be greater than 0.
Instruction
How to use Mark as paid in Company invoices?
1. Go to PGM -> Finance -> Company invoices.
2. Click on the red coin icon - it indicates unpaid company invoice.
3. Open the window where you can mark the invoice as paid.
You cannot mark a fully paid invoice as paid.
A fully paid company invoice is defined in the amount to be settled column - 0,00
4. Select the payment date from the calendar.
The date range starts from the invoice creation day till the current date.
5. You will be redirected to the company invoices data table.
6. Click on the Mark as paid button. As a result, you will see that the amount to be settled has changed to 0,00.