Once an order has been marked as Approved, it will automatically move to Paid status after the next payment process is run.
At this stage, the system generates a Payment Certificate that includes all orders covered in that payment cycle.
The frequency of the payment process is determined by the Payment Processing Settings, which can be configured on the Finance screen. These settings define how often the process runs and when approved orders are updated to paid.
Revert a payment certificate
If a payment certificate has been marked as checked by mistake in the Finance area, you can revert it to its previous state using the steps below.
To reverse a payment certificate, please follow the steps below:
Go to the Finance area.
Under Checked Certificates, find and select the payment certificate you want to revert.
Click Un-approve to remove the checked status.
This will return the certificate to its previous state, allowing it to be reviewed again and checked for any errors before final approval.