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Settle invoice

इनवॉइस सेटल — Record money received against an invoice. When the balance hits zero, linked trips become read-only and the trip Settled milestone can complete.

What you see on this page

Section titled “What you see on this page”
  • ₹ button (green, rupee symbol) in invoice list Actions column opens Add Payment dialog
  • Dialog title: Add Payment
  • Invoice summary card showing Invoice Number and Current Balance (in red)
  • Form fields:
    • Settle Amount * (required, with remaining balance helper text below)
    • TDS % dropdown: 0, 0.1, 0.5, 1, 2, 5, 10, 20, 25, 30
    • TDS Deduction (auto-calculates, editable, shows “TDS is calculated on Taxable amount” helper)
    • Other Deductions with Deduction Reason text field
    • Payment Date * (required, date picker, max today)
    • Payment Method dropdown: Bank Transfer, UPI, Cheque, Cash, Other
    • Bank account selector (appears when method requires it)
    • Notes textarea
  • Helper text showing: “Remaining balance: ₹X” and “Payment + deductions: ₹Y”
  • Dialog buttons: Close, Submit (becomes “Submitting…” when processing)
  • Success toasts: “Payment added successfully.” or “Invoice settled successfully.”
  • On fully settled invoice: disabled ₹ button with toast “Amount is settled and no balance is left.”
  • On linked trip pages: Invoice fully paid and settled banner when invoice is cleared

Steps

Section titled “Steps”

💰Open Add Payment

On the Invoice list (or Party Invoices), tap Add payment and settle. Dialog: Add Payment.

You can also use + Add Payment under Bill Payments on Edit Invoice.

Open Invoice

📝Fill payment

  • Shows Invoice and Current Balance
  • Settle Amount * — Remaining balance helper
  • TDS % / TDS Deduction (on taxable amount)
  • Other Deductions + Deduction Reason
  • Payment Date *
  • Payment Method — Bank Transfer, UPI, Cheque, Cash, Other
  • Bank account when method needs it; Notes optional

Submit → Payment added successfully. or Invoice settled successfully.

If already clear: Amount is settled and no balance is left.

🚛What happens to trips

When the invoice is fully paid and settled (no outstanding balance):

  • Linked LRs show banner Invoice fully paid and settled — trip page is read-only (no edit of details, materials, taxes, POD, or expenses)
  • Toast if you try to edit: This bill is fully paid and settled, so this LR is read-only and cannot be edited.
  • Trip lifecycle tip: Settled completes when the linked invoice is fully paid
  • Earlier tip: when an invoice is first created for an LR, the POD-submitted milestone path can complete automatically as designed

See Edit trip · Trip expenses.

Next: Delete Invoice

Unlink LRs and remove the bill.

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