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Updating payment status manually in Candis

This article explains how to manually set the payment status of an invoice in Candis to Paid – for example, when a payment was not captured in Candis through the SEPA export.

Written by Franziska Kaiser

Manually updating the payment status

  1. Open the relevant invoice in Candis.

  2. Scroll down within the invoice to the Payment section.
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  3. Open the Payment status dropdown and select Paid.
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  4. Enter the payment date on which the payment was made.

Tip: If you are setting the payment status to Paid without creating a transfer through Candis, leave the Create transfer checkbox deactivated.

Payment Status Suggestions

Candis can now automatically suggest both the payment status (Paid/Unpaid) and the Paid At date for invoices. You can enable or disable Payment Status Suggestions in Settings > Field Settings.

When enabled, the suggestion is applied based on the contact's Create transfer setting:

  • Create transfer checked on the contact: The Create transfer checkbox in Inbox > Processing Form will be checked and Payment Status Suggestions will not be applied.

  • Create transfer unchecked on the contact: The Create transfer checkbox in Inbox > Processing Form will be unchecked and Payment Status Suggestions will be applied.

If no paid date suggestion is available, Candis will use the Invoice Date to pre-fill the Paid At field. This fallback is also controlled via Field Settings.

Note: Manually setting the payment status is only available to users with the role Administrator, Accountant, or Requester.

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