The Paid/Not Paid feature is available in the Invoiced Scoreboard while the Paysheet is in Drafting status. It allows users to control which invoice items are marked as paid or not paid, and filter the view accordingly.
Responsive Toolbar
The feature includes a responsive toolbar with three button groups:
- $ - Show Only Paid Lines
- Check - Edit What is Payable
- X - Show Was Not Paid
$ - Show Only Paid Lines
$ - Show Only Paid Lines - This is the default view and shows all items currently marked as Paid.
Check - Edit What is Payable
Check - Edit What is Payable - Use to view all invoice items.
In this mode, the Paid/Not Paid button groups are available on the Line # column.
- By default, items are marked as Paid (check).
- Users can click the (x) to mark an item as Not Paid.
X - Show Was Not Paid
X - Show Was Not Paid - Filters the invoice to show only items marked as Not Paid.
- Users can also use the Paid/Not Paid button groups on the line to revert items back to Paid if needed.
Invoice Scoreboard Total
When an item is marked as Not Paid, the invoice total in the Scoreboard updates to reflect the new invoice amount based on the items marked as Not Paid. Likewise, if an item is reverted back to Paid (check), the invoice total updates again to reflect the full amount.
Access & Edits
Paid/Not Paid controls are functional only on Drafting paysheets assigned to you.
On Drafting paysheets not assigned to you, the responsive toolbar still appears and can be used to filter the grid, but the line level check/X buttons are disabled and cannot be used to make edits.
Light Red Line Item Highlights
Items marked as Not Paid are highlighted in light red to make them easy to distinguish from paid items.