Note that you can only settle invoices after approval
Steps:
- Log into startaz.io
- Locate and click on "Client Invoicing" module and select the "Tax Invoice, Credit Notes" drop down. Click on Tax Invoices from the presented options to access a list of all invoices raised.
- To settle invoices, select the invoice you wish to settle and click on the Action drop down menu at the far right
- Select Fee Settlement from the available options
- Complete the details on the Invoice settlement form i.e. date, account type, select the items you wish to settle by clicking on the check box at the far left
- Click on the Submit button to complete the settlement