User's Guide

Reports / Financials >> Invoice Tracking Options

Invoice Tracking Options

For invoices to be showed with a 'paid' status, they must be linked to one or more payments that add up to the amount of the invoice. You can have HS automatically link invoices and payments as they are entered, or you can do it manually. You can change this option on each client individually.

Automatic linking is normally recommended because linking every invoice to every payment is tedious. Automatic linking always works from the oldest unlinked payments and invoices to newest. Manual linking may be preferred on some volume clients, where there tends to be more scrutiny of invoice payment status over time.