To prevent accidental marking of an invoice as 'Paid', Business Finance Assistant only settles them when proof of payment can be matched to the invoice.
The invoice should automatically be marked as 'Paid' when Business Finance Assistant detects that the deposit has arrived in your bank account.
You can send a sales receipt directly to your customer as confirmation that the invoice is settled:
- Go to âInvoicesâ in the main menu
- Select 'Paid' invoices
- Select the three dots to the right of the invoice line
- Select 'Email'
- Enter the customer details and select 'Send'
Please note that it is the user's responsibility to ensure that all invoices and credit notes issued to customers are compliant with HMRCâs rules on the issuance of invoices and credit notes. For more information and to familiarise yourself with the latest advice, please refer to the governmentâs website.