Completed to paid status manually
AdminMary Yamson
(Admin, PandaDoc)
shared this idea
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Jessica dela Flor
commented
Option to move completed documents to paid to those documents without having the payment link or those paying cash.
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Myka Spradlin
commented
Please change document so that we may mark as paid even if it's not thru pandadoc. This is critical to our CRM process. If this doesn't work, we will have to switch to a different company.
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Moira Lavender commented
Use Case: Recipient pays in cash or through another method.
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For example -- when a client makes a payment outside of payment integrations.
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Eliza Murray commented
70% of our b2b clients go through third party financing to pay, so we are unable to track or conduct reporting on the % of clients who sign their contract and agree to the deal (marked complete) and then actually pay and progress all the way through finance (marked paid).
Please add an option to manually mark completed documents as paid. The absence of this is a real challenge for our reporting.
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Jillian Chamberlain
commented
Have the ability to mark a document as paid without having to enable to payment portal within the document
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Alexander Litvin
commented
For the uses cases when the invoicing is done not via the integration but rather outside of PD ability to change the doc status to Paid to get accurate dashboard reporting
