How to Update the Status of an Invoice

How to Update the Status of an Invoice

This article will give you instructions on updating the status of an invoice. 

Changing an invoice’s status (e.g., from pending to paid) helps keep billing records accurate and ensures financial tracking aligns with actual payments received. 

Only the facility's admin account will have this access.

Follow these steps to modify an invoice’s status within the system:

Step 1 - Under Payment List, go to Payment Summary 2.

Step 2 - Enter the student's name or invoice number in the search bar and click Apply Filter to search. Then, under the Status column, click the pencil icon next to the invoice to edit the status.

Step 3 - Choose the desired status for the invoice (e.g., Pending, Partial, or Paid).

Step 4 - Click the check button to save the update.

The invoice status will be updated successfully.