There are 4 main statuses for invoices:
Draft: These are invoices that have been drafted but not yet sent to your client.
Unpaid: These are invoices that have been sent, but not yet been paid and have not reached their due date yet. When you send an invoice, the status will automatically update from Draft to Unpaid.
Overdue: These are invoices that have been sent, but not yet been paid and passed their due date. Unpaid invoices will automatically update to Overdue once they pass their due date.
Paid: These are invoices that have been sent and your client has paid. If you are collecting the payment for the invoice via credit card or bank transfer with Hurdlr’s payment collection feature, the status will automatically be updated to Paid once your client completes the payment. If you’re collecting payment outside of Hurdlr, the status will be updated once you add a payment to your invoice.
If you’re collecting the payment for the invoice outside of Hurdlr’s payment collection feature, you’ll want to add/link the payment to the invoice once it’s been paid. Once the payment and/or deposit amount matches the invoice total, it will update the status to Paid.
Marking Invoices as Paid
Unlike many invoicing platforms, Hurdlr offers automatic reconciliation of your income deposits and invoices. This ensures that your income isn’t double counted and helps you maintain accurate records of your payments and deposits. There are a few ways you can go about marking your invoices as paid.
Link an Invoice to a Deposit (from the Invoicing Dashboard)
If you have your bank account linked to automatically pull in your income, you can link the bank deposit to your invoice directly from the Invoices Dashboard. If your invoice wasn’t already marked as paid, adding the payment will update the status to ‘Paid’.
To do this:
Log into the Web App on your computer or tablet
Click ‘Invoices’ on the left side of the screen
Select the invoice that you want to add a deposit to
Click ‘+Add Bank Transaction’
Select the income deposit associated with the invoice
With this method, you’ll only see untagged income transactions as an option to tag your invoices to. If you’ve already tagged your deposit, you’ll need to follow the steps below.
Link a Deposit to your Invoice (from the Income Dashboard)
If you have your bank account linked to automatically pull in your income, you can link the bank deposit to your invoice directly from the Income Dashboard. If your invoice wasn’t already marked as paid, linking the invoice and payment will update the status to ‘Paid’.
To do this:
On the Mobile App
On the Mobile App
Navigate to the Income Dashboard
Tap on the deposit to open it
Tap the ‘Invoice’ field
Select the invoice(s) you want to link the deposit to
Tap ‘Save’ in the top right corner
On the Web App
On the Web App
Click ‘Income’ on the left side of the screen
Click on a deposit to expand it
Click ‘Advanced’ at the bottom
In the Assign To Invoice(s) section, select the invoice(s) that the deposit is associated with
Click ‘Save’
Add a Cash Payment
If you don’t have the bank account that your invoice income was deposited into linked in Hurdlr, you can enter a cash payment for your invoice. Once you add a cash payment, your invoice status will be updated to ‘Paid’.
To do this:
In the Web App, click ‘Invoices’ on the left side of the screen
Click on the invoice that you want to add a payment to
Click ‘+Add Cash Payment’
Enter the payment date and amount
Click the ‘Save’ button for the payment
Click the ‘Save’ button in the top right corner to save your payment, which will update the status
After adding a cash payment to your invoice, you’ll automatically see a manual entry for that payment in the Income Dashboard.