Adding payment amount to invoices manually marked as paid

[JHebert]

Hello,

We have recently implemented invoices. When an invoice has been paid outside the choices available and manually marked as paid, the amount is not recorded. Please see the attached screenshot.

Is there a way to retroactively add the amount paid to invoices that have been manually marked as paid? This is needed for our reconciliation.

Previously, we could click on an Open invoice, and we get an option in the Actions menu, Mark as Paid. When this is selected, we get the dialogue box like the screenshot below. 

I see that we no longer have the Mark as Paid choice for Open invoices. We now have another choice in the Actions menu, Record Payment.  

This new choice allows us to add payment details. Am I correct in assuming this was recently changed?  If we use this option, will the status of the invoice change to Paid, and the amount be recorded in the Invoice -> Payment field?

Thank you for clarifying

[Shadab_Khan · Accepted solution]

Hi @JHebert  - happy to help here!

To me, it looks like your assumption is correct, I would take the following steps:

• Test this on a test invoice record
• connect with HubSpot Support (bcos invoice / Commerce Hub is so new) and discuss your case with them
• For amounts issue: Try using a Workflow to Copy that info from the amount field  ➝ Paid Field 

Stay Awesome & Keep Doing it BIG 🔥