Who is this article for?
This article is for practitioners and clinic managers in clinics that have enabled payment functionality.
In Konfidens, you may send invoices in various ways.
Using KonfidensPay (recommended)
The payment status is automated automatically, as the client pays online.
Using manual invoicing
When you send and invoice to the client, they transfer money to your own bank account. Konfidens does not have access to read your transactions in your bank. We therefore recommend you to mark these invoices as paid manually, in order to keep up-to-date track of which invoices are outstanding
Marking
What happens if I don't mark the invoice as paid?
Nothing happens automatically. We do not send any reminders or dunnings to the client.
The only downside is that your payment reports may not be quite up to date, and you might see some warning indications (about unpaid invoices) that are not actually unpaid. We while we do recommend doing this, it is not required.
How do I mark an invoice as paid?
Navigate to your invoice.
For instance, you can find it under the Invoices tab under your client.
Select mark as paid in the top right corner.
If you have downloaded the invoice manually and sent it, the button will be gray. When using Peppol Biz invoicing, the button will be green.
Select the date for payment
A payment method selector may be visible. Select the relevant payment method if you do.
How do I add payment information to an externally handled invoice?
This is not required. Payments (or missing) done on invoices that are managed in other systems does not affect the interface of Konfidens. If you like to, you are still able to add payment information to these.
It is done by navigating to the invoice page in Konfidens, and selecting Add payment details as shown below
