1. Mark as paid, per row or in bulk
You no longer need to open a document, convert it, and apply a payment in separate steps. You can do all of it from the list.
📌 How to access: orders > Quotes & invoices
For several documents at once:
Select the rows you want to settle.
Open the Actions menu and select Mark as paid.
Review the confirmation summary, then confirm.
If a selected document is a quote, it is converted to an invoice automatically before the payment is recorded.
2. Choose your payment method
Bank transfer is applied by default, since this action is built for reconciling external payments.
You can also pick any other payment method enabled on your account, for example Card external, TWINT, Invoice, or Invitation.
The amount applied is the remaining balance of each document. Documents that are already fully paid are not charged again.
3. What happens in a bulk action
Before you confirm, a summary shows how many documents will be processed, how many will be skipped, and why.
A document is skipped when it is already paid, cancelled, abandoned, or carrying a negative balance.
Eligible documents are processed and skipped ones are reported back, so one ineligible row never blocks the rest of the batch. After confirmation, you see a result summary, for example "12 marked as paid, 2 skipped", and the list refreshes with the new statuses.
4. Stay on the list after editing
After you edit a quote or invoice, or mark it as paid, you now return directly to the Quotes & invoices list.
Previously the screen returned to Create a sale. You can now move straight to the next document without extra navigation.
⚠️ Important: Mark as paid records the payment status in your back office only. For bank transfers and other external payments, you still need to reconcile against your bank statement as usual. This action does not confirm that the money has actually arrived.