How do I mark an invoice as 'Paid' in WeFact?

Do you not have your own accounting package as a dental practice using Payt? Read here how to mark an invoice as 'Paid' in WeFact.

In order to keep an up-to-date overview in Payt, it is important to reconcile received payments with outstanding invoices.

Bank integration

In WeFact it is possible to set up a bank integration. This allows all new transactions to be automatically retrieved in WeFact once a day. Incoming payments are matched with outstanding invoices, but if this does not happen automatically, you can manually process the transaction.

Reconciling bank transactions

Click on "Bank" in the menu to access the bank transactions that still need to be processed.

The processing is done one by one. During processing, WeFact will try to automatically match the corresponding invoice or provide relevant suggestions. A bank transaction can be linked to one or more purchase invoices or sales invoices.

Manually mark an invoice as paid

In some cases, it may be useful to manually mark an invoice as paid. For example, think of a card or cash payment made at the practice that did not come in (yet) as an incoming bank payment. When you mark the invoice as paid in WeFact, it will be reflected in Payt during the next import.

Manually mark an invoice as paid with the following steps:

1. Select the invoice in WeFact
2. Click on the 'Paid' button in the top bar
   
3. Select the correct payment method and then click 'Confirm'
   

When you start a new import in Payt ('Import' tab > 'Import now'), the invoice will also be marked as completed in Payt. If you do not do this manually, the change will be processed during the daily automatic import.