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Marking Transactions as Paid
Marking Transactions as Paid

Transaction Status, Transactions Marked Paid, Warning Modal

Noelle Van Eynde avatar
Written by Noelle Van Eynde
Updated over a week ago

To mark a Transaction as "Paid":

  1. Navigate to the Transaction side drawer you wish to view (whether editing or creating new)

  2. Mark the Transaction type as "Paid"

  3. Click "Save"

  4. A warning modal will appear

  5. If you want to cancel the action, click "Cancel". The modal will close and you will be navigated back to the Transaction.

  6. If you want to proceed with saving the Transaction as "Paid", click "Save"

  7. The modal will close and you will be navigated back to the primary viewing page

NOTE: Once a Transaction status is set to "Paid", it is no longer editable. Future modifications to a paid transaction will require a Change Event action within ForSitePro. For further information or direction on how to do this, please contact Customer Success or Support via the in-application chat feature.

Additionally:

  • If you do NOT click the "Do not show this warning for three months" checkbox, then the warning should display every time you mark a Transaction as "Paid"

  • If you DO click the "Do not show this warning for three months" checkbox, the the warning should no longer display when saving subsequent Paid Transactions, until such time that three months has passed

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