What’s new? There is a new option added that will enable you to filter the documents by new parameters inside the payment statuses – overpaid, paid fully, paid partially, unpaid.

Benefits? From now on, you can keep track of your documents according to the statuses in which they are. 

NOTE: if you have unpaid documents you can remind your customers to pay, same as for partially paid documents. If there are overpaid documents, you can give customers a refund or compensate with something. Documents that are fully paid you can put aside.

How? Go to the tab called Documents and choose the document that you need. There you see already a tab called payment method.

Once when you click on a drop – down list called Payment method, all the parameters/statuses – overpaid, paid fully, paid partially, unpaid will be listed and you will be able to filter documents by them.

Depending on what you need, you can select one status or select them all.