Overview

When either you or a customer makes a partial payment on an invoice, Cut+Dry follows a structured process to ensure accuracy and consistency with your ERP system. This process ensures that payment statuses are properly tracked and balances are updated accordingly.

Partial payment processing workflow

A partial payment is made

• The invoice moves from the Outstanding tab to the Paid tab in the customer portal.
• The invoice is marked as "Processing."
• While in this state, to prevent discrepancies, the customer cannot make additional payments on the same invoice.

The invoice is in the Processing state

• The invoice remains in "Processing" status until the payment is applied in your ERP system.
• A subsequent invoice sync must occur to reflect the updated balance.

Invoices sync and status updates

• During the next invoice sync, Cut+Dry updates the invoice status based on the latest balance information received from the ERP system:
  • If the invoice still has an outstanding balance, but remains within its due date, it is marked as "Partially Paid."
  • If the invoice still has an outstanding balance, and is past its due date, it is marked as "Past Due."
• The balance displayed in Cut+Dry is adjusted according to the latest balance returned from the ERP system.

The reasoning behind this process

• Your ERP system serves as the source of truth for invoice balances.
• By locking the invoice in the "Processing" state, we ensure that the balance is accurately updated before any further payments are accepted.
• This process prevents duplicate or conflicting payments and maintains financial accuracy.