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When a payment is made toward an invoice, you can mark it as paid, thereby changing the status of the invoice to paid in Service Automation. This makes it easier to filter paid invoices and manage pending payments.

You can mark approved invoices as paid:

One at a time through the Invoices page, or
Multiple invoices at once by using the Invoice Payment Template

Note
To enable this feature, contact your SC Account Manager. Also note that invoices can be marked as paid only by users with SC Admin, Master Admin or Invoice Admin roles assigned to them.

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title	⦿ How to Mark a Single Invoice As Paid

On the Invoices page, click the Approved tab. The list of all approved invoices display.
Note
Invoices marked with partial payments appear in the Paid tab. To mark the balance amount as Paid for an invoice, you will need to open the invoice from the Paid tab.
In the desired invoice listing, click Actions > Pay. Alternately, open the desired invoice by clicking the invoice number, and click Pay at the bottom of the detailed view. The Pay Invoices pop-up appears, with the Username, Paid Date, Payment Amount, invoice details by charge type, and the Payment Balance auto-filled.
(Optional) Select the Paid Date.
Note
Paid Date cannot be earlier than the invoice date or the invoiced approved date.
Enter Payment Number.
(Optional) Modify the payment amount should the paid amount be different from the Payment Balance.
Click Save. A confirmation message appears. The invoice status changes to Paid, and you can view the invoice in the Paid tab. A note gets added to the work order indicating the status change and the name of the user who made the change.

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title	⦿ How to Mark Multiple Invoices as Paid by Using the Template

On the Invoices page, click the Download/Upload button in the top of the page, and select Payment Invoice Template. The Upload Your Payment Invoice Template pop-up appears.
In step 1, click Invoice Payment Template. The template downloads to your device.
Enter Subscriber ID, RecordID (tracking number of the work order), Invoice Number, Payment Date, Payment Amount, Payment Number, and Invoice Current Status in the template for all desired invoices.
Save the template as xls or xlsx file.
In your Service Automation account, in the Upload Your Payment Invoice Template pop-up, click Browse a File, and select the saved file.
Click Upload. Depending on whether there were errors in your template, one of the following pop-up windows appear:

Template Uploaded pop-up appears if all the invoices were processed successfully. All invoices are marked as Paid, and appear in the Paid tab of the Invoices page. A note gets added to the work orders indicating the status change and the name of the user who made the change.
1. (Optional) Click Download in the Template Uploaded pop-up to download the results file containing the result for each invoice in the uploaded template.
Validation Failed pop-up appears if there are one or more errors in the template.
1. Click the Download button to download the InvoiceResults file, which contains the result (success/fail) for each invoice and the error description.
2. Correct the errors, remove the successful invoice entries, and reupload the template.

See Correcting Payment Invoice Template Errors below for more information on error codes and how to correct them.

Correcting Payment Invoice Template Errors

The Error Description column in the Results file indicates the description of the error. These are usually self-explanatory. Once you fix these errors in the template, you will need to upload the file again. While uploading again, make sure to remove the invoices that have been successfully marked as paid.

Below is a list of common errors you may encounter when uploading a template and their descriptions.

Error Codes	Description
Missing subscriber id	No subscriber ID provided
Invalid subscriber id	Subscriber ID is incorrect
Invalid Payment Date	Payment Date is incorrect
Invalid Payment Amount	Payment Amount is 0
Invalid Invoice Number	Invoice Number is wrong
Invalid invoice status	Invoice status is not either Paid or Approved
Invoice for work order not found	Invoice number does not match the work order
Payment Date precedes Invoice Date	Payment date is earlier than the Invoice date
Payment Date precedes Post Date	Payment date is earlier than the invoice posted date
Payment Date precedes Approval Date	Payment date is earlier than the date the invoice was approved
Possible Duplicate Payment (Balance <= 0.00)	There is no payment balance for the invoice
Possible Duplicate Payment (Payment already exists)	Similar entry with the same Payment Number, Amount, and Payment Date already exists
Invoice is already paid	Invoice balance is 0
Payment Amounts exceeds the actual amount	Payment amount or the total of partial payments is greater than the invoice amount
Can't run this process for easypay clients	Invoice payment is through the easy pay process
Ambiguous payment records found	Unable to update payment date/ number because there is more than one payment for the same amount for that invoice

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