Status Paid

Status Paid

In the Spend Cloud, it is possible to use the 'Status Paid' functionality. With this feature, invoices that have been previously exported to the financial system can be marked as 'Paid' in the Spend Cloud once they are fully paid.

How can I use the 'Paid Status' functionality?

To use this functionality, you need to have a financial system and a web service that supports it. Contact our support department for more information or if you want to use this feature.

How does the 'Status Paid' functionality work?

An invoice with the status 'Exported' in the Spend Cloud can be marked as 'Paid' when the invoice is fully paid in the financial system.By default, every evening at 20:00 h., the system checks whether any invoices from the previous day have been fully paid.

Help! My invoice is not getting the 'Paid' status.
- Check in the financial system whether the invoice has been fully paid. There should be no outstanding amount.
- Verify if it's indeed a debit invoice. Credit invoices are not paid and therefore won't receive the 'Paid' status in the Spend Cloud.


Conditions and Supported Packages to Retrieve Payment Status

Below you will find the financial packages for which it is supported to display the payment status on invoices in the Spend Cloud. If your financial package is not listed here, unfortunately, it is not possible to retrieve the payment status for invoices. The following rules apply to all available packages:
  1. Enabling this functionality in Spend Cloud must be carried out by our support department. You may need to take preliminary actions in your financial package; more information on this is provided below for each package.
  2. When enabling, all previously exported invoices in Spend Cloud are manually set to paid. This is necessary to prevent the system from requesting the status for all invoices upon activation, which could lead to failure in retrieving the status.
  3. As mentioned above, the status is retrieved and updated every evening around 8:00 PM for invoices that are fully paid. When using a payment proposal list, invoices are updated when they no longer appear on this list.
  4. Credit notes never receive the status of paid.

AFAS
Two GetConnectors are available for retrieving the payment status. Check in AFAS which ones are involved (profit_creditor_invoices or ProActive_creditor_invoices) and inform our support department which GetConnector is installed when making your request. If neither GetConnector is available in AFAS, download our standard GetConnectors using the following article: Setting up the web service on the AFAS side.

Allsolutions
No additional requirements.

Exact Financials
Within the web service settings in Exact Financials, the following WSM file must be activated: finance\crdout.wsm. This is usually done directly during the setup of the web service. Indicate in your request for activation to our support department the Exact version you are currently using.

Exact Globe
Generally, this works immediately after activation. If the web service installation has not been updated since March 2016, an installation file in the web service must be replaced. Support can provide this.

Exact Online
No additional requirements.

Visma.net Financials
No additional requirements.
    • Related Articles

    • The Invoice Processing Archive

      In the Archive section of Invoice Processing, you can find all the invoices that have been assigned to you at some point. The overview displays the status of each invoice. Clicking on an invoice line takes you to a page with all the details about ...
    • Configuration settings for Invoice Processing

      In the menu section Configuration Settings / Invoice Processing, you will find settings that apply to the Invoice Processing module. Also, read this article for more information on configuration settings. Make sure you understand what each setting ...
    • Statistics invoice processing

      On the Statistics page of Invoice processing, you will find various statistics regarding the invoices that have been processed via Spend Cloud. For instance, you can view the top 5 creditors with the most invoices. Use the selection fields on the ...
    • Optimization menu invoice processing

      Within the Application Management of Invoice Processing, you have the option to access the 'Optimization' menu. If you have all the rights for the application management of invoice processing but don't see this option, please contact our Support ...
    • Invoice processing procuration

      You can use procuration levels to indicate the maximum total that a certain employee is eligible to assess. If the invoice amount exceeds the procuration level of the first assessor, it is forwarded to the next assessor, with a higher procuration ...