Step 1: Access invoice management

From the main menu, select INVOICE then MANAGE INVOICES.

Step 2: Locate the invoice

Browse the invoice list to find the one you want to mark as paid.

Step 3: Fill in the payment date field

Click the field “Paid on” to enter the date the payment was received.

Step 4: Select the date

The calendar opens to let you choose the exact payment date.

Step 5: Check the update

The invoice is automatically updated. The total amount is now displayed in the summary with the updated payment status.

Use case: partial cash payment

Suppose you have an invoice 160045 for 417 CHF, but the member only pays 100 CHF in cash today. Plugin.ch lets you record this partial payment and track the remaining balance.

Step 1: Access editing

Click the pencil (edit icon) next to the invoice.

Step 2: Access the payment area

The edit page is displayed with the invoice's full details.

Step 3: Enter the payment information

In the “Add a payment”, enter the payment date and the amount received (100 CHF in our example).

Step 4: Confirm the payment addition

Click the “Add a payment” to record this partial transaction.

Step 5: Check the amount paid

The field “Amount already paid” is automatically updated. It now shows the 100 CHF you just recorded, with the remaining balance of 317 CHF.

Step 6: View the printed invoice

If you print the invoice, it will clearly show the partial payment recorded and the remaining balance due. This makes it easier to follow up with reminders later if needed.

💡 Tip
After adding the payment, it is not necessary to click “Edit invoice”. Plugin.ch automatically records the partial payment in its database. You can now close the page or process another invoice.