Edit the Paid Amount of an Invoice - Billabex

Edit the Paid Amount of an Invoice

In some situations, you may need to manually adjust the paid amount of an invoice in Billabex: correcting an error, recording an off-platform payment, offsetting, batch transfer, etc. This allows the AI agent to automatically adjust its follow-ups to the actual balance.

Edit the amount from the platform

You can edit the paid amount directly from the invoice page.

Steps:
1. Access the invoice from:
  1. the Invoices module (global view), or
  2. the Accounts > Invoices tab (filtered view)
2. Click the Options button at the top right of the invoice page 
3. Select Edit paid amount
4. In the dialog, enter:

  1. The amount paid
  2. Click Add
What updates automatically:
  1. The total paid amount
  2. The remaining balance due
  3. The payment status (Unpaid, Partially paid, Paid, Overpaid)
  4. The invoice status (Issued, Overdue, Paid)
Info
Once updated, the AI agent immediately takes the change into account to adjust its next actions (pause, rescheduling, early closure...).