Invoices and Payments
How can I edit the paid amount of an invoice?
You can manually update the paid amount of an invoice either via the platform or by sending a request to the AI agent.
Via the platform:
- Go to the Invoices module or navigate to a specific account via Accounts > Invoices.
- Click on Options > Edit paid amount.
- Enter the updated amount and confirm.
The invoice and payment status will be automatically updated.
By email:
- Send an email to the AI agent, specifying the account name and the relevant invoice(s).
- The AI agent will update the paid amount and adjust future reminders accordingly.
This action is useful in case of partial payments or manual adjustments not synced with your billing tool.
What do the statuses “Overdue” or “Partially Paid” mean?
In Billabex, each invoice has two associated statuses:
- Invoice status (Issued, Overdue, Paid)
- Payment status (Unpaid, Partially Paid, Paid)
1. Invoice status
Automatically calculated based on the due date and amount paid:
- Issued: The invoice is still within the payment term.
- Overdue: The due date has passed and full payment has not been received.
- Paid: The full invoice amount has been paid.
2. Payment status
Reflects the payment progress:
- Unpaid: No payment has been received.
- Partially Paid: A partial payment has been recorded.
- Paid: The invoice is fully settled.
These statuses are visible in the invoice details.
The AI agent uses both statuses to tailor its reminder strategy.