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Improvement
An invoice paid by bank transfer moves to “Paid” on its own
When Pennylane shows an invoice as paid, The Big One moves it to the “Paid” step without you having to do anything.
Until now, only an invoice collected by SEPA direct debit moved to “Paid”. An invoice created in Pennylane and then paid by bank transfer stayed “Sent”. From now on, The Big One reads the invoice's status in Pennylane several times a day, and each time the invoice is opened in Finance › Reports and invoices.
- The “Paid” step, the “Paid” counter and your client's portal are updated together.
- The invoice history notes that the information comes from Pennylane.
- A direct debit that is in progress or disputed is never changed, and an invoice fully cancelled by a credit note is not counted as paid.
- The date recorded is the date of the reading: Pennylane does not pass on the date of the transfer.