Managing your invoice statuses

In Zervant, you can gain a quick overview of your invoice statuses. You can manage the status of your invoices under the tab >Invoices. Approved invoices can have the following statuses: Created, Sent, Overdue, Reminded, Deleted and Paid. Invoices that are not yet approved will show the status: Draft.


How to mark your invoices as paid

Invoices created in Zervant are not automatically marked as paid (except those paid using Zervant Online Payments, or once you have created a credit note for an invoice). You can mark an unpaid (i.e., Created, Sent, Overdue and Reminded) invoice as Paid by selecting the invoice and clicking the status button on the right.

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Here, you can also choose the date on which the invoice has been paid and to which account. At the moment we offer Cash in hand and Bank accounts. We’re looking to add more accounts in the future.
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If you have marked an invoice as paid but want to delete it, or change the details of the payment, you can mark the invoice back as unpaid with the same button.


Please note:

  • Invoices marked as paid will not show a mention of this on the invoice itself. If your customer or accountant requests a note that the invoice has been paid, you can write this in the >Message field.
  • We do not yet support marking invoices as partially paid. We aim to create a function in the future. You may want to explore our Prepayments and Payment Schedules functions.


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