Keeping track of your invoice payments helps ensure that your financial records are always up-to-date and accurate. In this guide, we’ll walk you through how to log a payment to an invoice and how to view both pending and paid invoices.
How to Log an Invoice Payment
Once you’ve created an invoice, follow these simple steps to log a payment:
- Navigate to the invoice you want to update from either the Reseller Profile or the Invoice Portal
- Select “Add Payment”
- Select the payment type—either Check or Wire/ACH
- Choose the date the payment was made under “Payment Date”
- Add Optional Note
- Select Add Payment
You will then see the status of the Invoice update from Sent to Paid
Important Note
Invoice payments are not processed through the TripWorks platform. This feature allows you to record external payments, so you have a complete and accurate overview of your finances within TripWorks.
How to View Pending & Paid Invoices
You can easily track the status of your invoices, whether they’re still pending or already paid. Here’s how:
- Select More > Invoices from the toolbar
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Next to the invoice, you’ll find one of the following three statuses:
- Unsent: The invoice has been created but not yet emailed to the reseller
- Sent: The invoice has been created and emailed to the reseller but has not yet been paid
- Paid: The invoice has been paid in full, and no further action is needed
Keeping an eye on these statuses helps ensure your records are accurate and complete.
Next Steps
If you haven’t generated an invoice yet, please refer to this article to learn more about creating an invoice.