How To Update An Invoice's Status

This tutorial covers manually updating the status of invoices for which a payment has been made.

Topics covered in this tutorial:

Locating an invoice to update.
Updating the status of an existing invoice.

Tutorial Video Transcript

Hello and welcome to MIDAS tutorials.

In this tutorial I'm going to show you how you can manually update the status of an invoice.

Now when an invoice is first generated or created in MIDAS, you can freely edit its content up until the point that it's first emailed or printed.

At which point MIDAS assumes the invoice has been sent to the client and has been finalized, and so its contents can no longer be changed.

You can, however, update an invoice to reflect a payment made by the client.

Now if you have the PayPal or Stripe integration enabled, this can be an automated process.

But I'm now going to show you how you can manually update an invoice status.

So I have an invoice here on my screen, and to update its status I click this little pencil icon here, and you'll see there's now a "Paid" field where I can enter the amount that the client has paid against this invoice.

So let's say the client is going to pay in full so he's paid $264 - and you'll see the total due now updates accordingly.

We click "Update Status", the invoice is then updated and you'll see across the top this invoice has now been paid in full.

Thanks for watching and be sure to check out some of our other video tutorials online.