Receivable actions
Once you have raised a receivable there are numerous actions you can take:
Actions
Section titled “Actions”The actions menu on the right hand side of the receivable, allows you to:
- Edit: Make any changes to the raised receivable.
- Clone: Raise another receivable with the same details.
- Void: Void the outstanding receivable.
Voiding in bulk
Section titled “Voiding in bulk”Where several receivables need cancelling, they can be voided together rather than one at a time through the actions menu. Select the receivables you wish to cancel, then choose to Void them.
Invoice State
Section titled “Invoice State”The Invoice State column allows you to:
- Raise Invoice: Create a client invoice from the receivable.
- Mark as Invoiced: Manually mark the receivable as invoiced, without creating an invoice or affecting the ledgers or Xero.
Once these actions have been taken, you’re able to:
- Clone or Void the receivable, under the ‘Actions’ menu.
- Revert the receivable to outstanding, through the ‘Invoice State’ dropdown menu.
Supplier State
Section titled “Supplier State”The Supplier State column allows you to:
- Pay Direct from Client Account: Pay the disbursement directly from the Client account. Your Client ledger will be updated accordingly and the receivable marked as invoiced.
Once this action has been taken, you’re able to:
- Clone or Void the receivable, under the ‘Actions’ menu.
- Revert the receivable to outstanding, through the ‘Supplier State’ dropdown menu.
- Pay Supplier: Automatically record the transaction on your office ledger.
Once this action has been taken, you’re able to:
- Clone or Void the receivable, under the ‘Actions’ menu.
- Revert the receivable to outstanding, through the ‘Supplier State’ dropdown menu.
- Raise Anticipated Supplier Payment: Automatically raise a supplier bill.
Once this action has been taken, you’re able to:
- Clone or Void the receivable, under the ‘Actions’ menu.
- Revert the receivable to outstanding, through the ‘Supplier State’ dropdown menu.
- Mark as Paid: Manually mark the supplier as paid, without posting to the ledger or raising a bill
Once this action has been taken, you’re able to:
- Clone or Void the receivable, under the ‘Actions’ menu.
- Revert the receivable to outstanding, through the ‘Supplier State’ dropdown menu.