Send an invoice and record payment

Sending. Find the invoice, open the menu at the end of its row and choose Send faktura. The status moves to Sendt, and the due date starts to matter from that point.

To send it yourself, or to attach it to something else, use Last ned PDF and handle it as a file.

Recording payment. Set the invoice to Betalt once the money has arrived. Where an accounting integration is connected this usually happens on its own — payment is registered in the accounting system and DealJourney follows — so check there before marking anything by hand. Marking an invoice paid in the CRM does not move money or tell the accounting system anything.

Chasing. Anything past its due date shows as Forfalt, with {{count}} dager forfalt to show how far. Sort by that and you have your chase list.

Log the chase as an activity against the customer. It puts the conversation on the record where the next person will see it, and it stops two people ringing the same customer about the same invoice in the same week.