Learn more about how to configure this filed here.Ocerra imports payment information such as supplier name, invoice number, total amount from your connected system.
Please note that it only important payment information for invoices exported from Ocerra.
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.:
- To filter paid vs unpaid invoice, select Is Paid flag = Yes/No. And it will show you the list of paid or unpaid invoices.
- To view paid vs unpaid invoices at a glance on the invoices list, you can enable a Paid column for yourself.
- To enalbe this optional column, click on the three dots and check the Paid colum and Click Save:
- View of Paid/Unpaid invoices on the Invoices list
Acumatica Users
[Paid] info is auto-added to your invoice description. Learn more about how to configure this filed here.
Acumatica users: if you have an error or zero payment info flowing to Ocerra, this means that either 1. your payment process is different from a default process that allows us to import this information or 2. the API user does not have a permission to import this details to Ocerra. Please contact support for help.