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Home └Deal Workflow — CRM to Commission Payout └📁 Phase 4 — Customer Invoice └5.2 — Purchase Order Auto-Created

Deal Workflow — CRM to Commission Payout

Last update: 03/21/2026

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5.2 — Purchase Order Auto-Created

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📍 WHERE TO FIND IT
Accounting ▸ Customers ▸ Invoices ▸ [INV]
✅ WHAT TO DO
After payment registration, verify the invoice status changes to 'In Payment' then 'Paid'. Green banner confirms payment.
  • Green 'Paid' banner confirms full payment received
  • Outstanding amount should show AED 0.00
  • Payment is linked to the bank journal entry
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💡 TIP
'In Payment' means payment is registered but not yet bank-matched. 'Paid' means bank reconciliation is complete.
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