The Combidesk Simplicate and Teamleader integrations offer the ability to mark invoices as paid once they have been matched (reconciled) in the connected accounting package.
Is a payment not coming through from your accounting package to Simplicate or Teamleader, or is an invoice marked as paid in your accounting package but not yet in Simplicate or Teamleader? Check the two steps below.
Step 1 — Set the "Register payment" setting to Yes
Open your integration in the Combidesk dashboard → Edit configuration → find the step "Register payment" and set it to "Yes". Without this setting, payment statuses will never be sent back to Simplicate or Teamleader, even if the integration is otherwise working correctly.
Step 2 — Check whether the invoice was created via the integration
The integration only marks invoices as paid that were originally created in the accounting package via Combidesk. If an invoice was created manually in your accounting package (i.e. not via the integration), it will never be automatically marked as paid in Simplicate or Teamleader.