Sometimes you may want to remove a customer's invoices from the invoicing process, for example, because you know a customer is not going to pay, or because you have forwarded multiple invoices to a bailiff. In Payt, you can mark invoices as 'forwarded' via bulk actions.
Please note: Marking invoices as forwarded to an external party does not actually forward them. The only effect is that the invoice status changes to 'External party', which stops the invoicing process.
Steps
Go to the overview of all invoices (click 'Invoices' in the top menu).
Select the invoices you want to mark as forwarded to an external party.
Click 'Bulk actions' in the top right.
Select 'Mark invoices as forwarded to external party'.
The selected invoices will now have the status 'External party' and will no longer be followed up through the invoicing process in Payt.
Marking invoices as forwarded to an external party cannot be undone. Make sure you have selected the correct invoices before performing the bulk action.