I have list of invoices in Xero, 90% Invoices are Paid so I want to migrate those Invoices in ERPNext as Paid Invoice without creating Payment Entries in ERPNext.
When I bulk import those invoice it doesn’t show me as Paid invoice, it shows Overdue status.
How to store those Paid Invoice directly into ERPNext without Payment entry?
i am having the same issue , did you solve it ?
If you want to mark the invoice as paid without a separate Payment Entry, just tick the checkbox for the field is_paid. This will create ledger entries for both the invoice and the payment simultaneously.
This is typically used for simple transactions at a point of sale, but it works for imports too.
Thanks for your reply, i have imported the invoices and in the excel with status marked as Paid, after i submit them their status changes to overdue and not paid. to make it paid i have to make a payment entry.
Sorry, is_paid is for Purchase Invoices, not Sales Invoices. For Sales Invoices, you can use the is_pos field to indicate that the payment is received.
In any case, setting the status won’t work. Status is generally a derived value in frappe/erpnext, and setting it manually is liable to be overwritten.