The Status of Paid feature, accessible via the account setup module, is intended for users operating outside of QuickBooks integration. When enabled, it provides functionality to manually track invoice payment statuses. Users can designate invoices as either "Paid" or "Unpaid," enabling internal reconciliation and streamlined financial tracking without relying on third-party accounting software.
How to Enable the Status of Paid Feature
- Navigate to Setup from the main menu.
- Select the Account section.
- Locate the Status of Paid setting (third option from the top).
- Toggle the option to Yes to activate the feature.
- Configure the following parameters:
- Select the applicable User
- Enter the number of unpaid invoices after a specified date
- Set the days since the last invoice date
- (Optional) Define a default credit limit
Scroll to the bottom of the page and click Save to apply your changes