Overview
How to mark your SES Invoices as paid.
Article Sections
Agency Payments
Should you wish to add a payment record to Oases for payment tracking purposes this may be done in the Private Invoicing area by creating a customer for your Program and adding the payment.
Mark SES Invoice as Paid
1. To mark an Agency invoice as paid navigate to the invoice page: Financial > Invoicing - Agency > Select Program > Select Month > Select Invoice Number. (include locations if you included them when creating invoice.
2. Press the Paid slider as shown below.
3. When the slider is on you can add the date of the payment and any comment or reference.
Agency Payments in Custom Reports
4. The following fields are available in Agency Custom Reports:
- Paid
- Paid Date
- Paid Comment
Link To
SP02. Creating Parent/Customer Record (Second Customer, Error Correction & Agency Payments)