💶 Getting paid, correcting and sending
In 30 seconds
- An issued invoice is pending, overdue, paid or credited.
- Mark as paid records the payment of the whole invoice and saves a copy of the PDF with the “PAID” stamp.
- To correct an issued invoice you make a credit note for the full amount, only once.
- Send by email sends the PDF to the customer from BolloPrint.
Getting paid
The payment status shows in the order's tab, under its price and in the invoice list:
| Status | What it means |
|---|---|
| Pending · due … | Issued and unpaid, within the term. |
| Overdue · N days | Unpaid and past the due date. Nobody marks it: it's calculated automatically from the date. |
| Paid · … | You marked it as paid, with its date. |
| Credited | Cancelled by a credit note: it's no longer collected. |
To record the payment, click Mark as paid and give:
- The Payment date: today or earlier.
- The Payment method: Bank transfer, Card, Cash, PayPal or Other.
The whole invoice is marked: there are no partial payments.
When you mark it as paid, BolloPrint saves a second copy of the PDF with the “PAID” stamp, next to the original. The one you issued never changes: it's the legal document. In Documents you'll see both, the Issued one and the Paid one. Download PDF and Send by email use the most recent one (the paid one, if there is one).
If you made a mistake, ⋮ menu → Undo payment returns it to pending and removes the paid copy.
Order and invoice: it asks you, it doesn't do it on its own
| What you do | What BolloPrint asks you |
|---|---|
| You mark the invoice as paid | “Order paid?” |
| You mark as paid an order whose invoice is pending | “Invoice paid?” |
| You issue the invoice of an order that's already paid | “Invoice paid?” |
Correcting: the credit note
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⋮ menu → Issue credit note prepares a credit note for the full amount: the original still exists and the credit note cancels its effect.
- If you like, write a Reason (optional, it's printed).
- Click See draft: the same window as when issuing opens.
- Review the preview and click Validate and issue, or close it and nothing is issued.
The credit note uses the series with R in front, counts towards your quota and inherits the sale-without-VAT reason if there was one. It appears in Documents, next to the original, which becomes Credited.
| You can | You can't |
|---|---|
| Credit the full amount | Partial credit notes |
| Credit once | A second invoice for the same order, not even after crediting the first one |
Sending by email
⋮ menu → Send by email sends the invoice as a PDF to the customer (the Paid copy, if you've already marked it as paid).
- The address comes from their record and you can change it before sending. If the customer has no email, add one to their record first.
- The subject is “Invoice [number] from [your workshop]” (or “Credit note …”) and the PDF is attached.