Flag an Outstanding Invoice as Paid

This tutorial explains how to mark an outstanding invoice as Paid in the Toddoo Organiser Portal. This action updates the invoice status and revenue totals to reflect the payment. You’ll open the Revenue area, access Invoice Details, add a payment with the received amount and payment method, and save the record. Ensure you have permission to access the Revenue section and that the invoice is marked as Outstanding before starting. Once completed, the invoice will display a green PAID status badge and the amount will be recorded.

Estimated time: 2 minutes

Tip: Always enter the received amount exactly as shown on the invoice and verify the correct payment method before saving.

Step-by-Step Quick Guide

1. Open the Organiser Portal for the event.

2. Go to the Revenue area from the main menu.

3. Search for and open the desired invoice under Invoice Details.

4. If the Payments section is collapsed, expand it to view payment details.

5. Click the payment action to open the dialog.

6. Enter the Received Amount (must match the invoice currency).

7. Select the Payment Method (e.g., Bank Transfer, Card).

8. Click Save to record the payment.

9. Confirm the status now shows PAID in green in the Invoice Details view.

Common Mistakes & Fixes

Wrong area selected → Make sure you’re in Revenue, not another section.

Empty required fields → Enter both the Received Amount and Payment Method before saving.

Incorrect status after saving → Refresh the page and verify that the payment was applied correctly.

Wrong currency or amount → Use the same currency and exact amount from the invoice.

Missing permissions → Ask your administrator to grant access to the Revenue area.

FAQ

Q: Where can I find the invoice area?

A: In the left menu, go to Revenue, then open Invoice Details.

Q: Which fields are required?

A: Both Received Amount and Payment Method are mandatory.

Q: Can I edit details after marking as Paid?

A: Yes, you can edit payments or create adjustments if your role allows it.

Q: What if saving fails?

A: Reopen the dialog, verify both fields, and try saving again.

Q: Who can mark invoices as Paid?

A: Only users with Revenue permissions in the Organiser Portal.