Overview


Ocerra imports payment information from your system so you can quickly identify which invoices are paid. You can use the Paid flag to filter invoices in the invoice list and also add a payment column for easier visibility.


Enable the Payment Flag Column

  1. Navigate to the Invoice List page.

  2. Click three dots next to on any of the invoice columns.

  3. Tick the option for opition Paid to display the column.

  4. The column will now flag whether an invoice is Paid or Not Paid.





 

 


Filter by Paid / Unpaid Invoices

  • On the Invoice List page, navigate to Filters (top right corner)
  • Select is Paid = Yes to view only invoices marked as paid.
  • Select is Paid = No to view invoices that are not yet paid.





Payment information can be found under Settings - Payments:
https://app.ocerra.com/#/master/payments


Note: if you see "no records avaialble" under your payments details in Ocerra, plesae change the date range on the filter to see if any payment information is syncing through. If you don't have any payment info in Ocerra, navigate to Settings - Select your Integration, e.g. Xero or MYOB and click on Payments to sync. It will sync the payment info from the last 30-days.


Once imported, an invoice will be flagged as Paid in Ocerra, e.g.: