TOTALS User's Guide > Documents > How To Balance Documents > Balance a paid document

Balance a paid document

To balance a paid document, first proceed as described in the previous section.

Right-click on the credit document

If the debit document (invoice) contains payments, the credit note will either be marked in red (overdue) or orange (pending).

Choose "Payments" from the context menu

Choose "Add Payment" in the popup window

Note that the linked invoice is added as payment. 
Since you received payments for the invoice, you also need to balance the payments.

Choose "Done" in the new window

1- Ensure the payment type is "Outgoing" since this payment is like a refund.

2- TOTALS will automatically fill in the necessary payment amount.

The document is now balanced

The document should be marked as paid.