{"id":2927,"date":"2026-09-04T10:11:36","date_gmt":"2026-09-04T10:11:36","guid":{"rendered":"https:\/\/viaspaces.com\/Documentation\/payment_status_management_gutenberg\/"},"modified":"2026-09-04T10:12:13","modified_gmt":"2026-09-04T10:12:13","password":"","slug":"payment_status_management","status":"publish","type":"docs","link":"https:\/\/viaspaces.com\/sk\/Documentation\/payment_status_management\/","title":{"rendered":"Payment Status Management"},"content":{"rendered":"

Track what’s been paid, without touching the document’s own workflow.<\/em><\/p>\n\n\n\n

Payment Status answers the “has this been paid?” question separately from a document’s normal workflow status \u2014 so a document can sit in Completed while you still track it toward Paid.<\/p>\n\n\n\n

Where it lives<\/h2>\n\n\n\n

Every document has a Post-Processing panel, opened from its row on the Dashboard, with three tabs: Validity, Payments, and Accounting. This page covers Payments.<\/p>\n\n\n\n

\n

\u26a0\ufe0f Needs verification<\/strong><\/p><\/p>\n\n\n\n

How the Post-Processing panel is actually opened isn’t fully confirmed \u2014 the Dashboard row shows a calendar, coin, and folder icon that appear to map to Validity, Payments, and Accounting, but this hasn’t been directly tested.<\/p>\n<\/div>\n\n\n\n

Recording a Payment<\/h2>\n\n\n\n
    \n
  1. Open the document’s Post-Processing panel from its Dashboard row.<\/li>\n\n\n\n
  2. Select the Payments<\/strong> tab.<\/li>\n\n\n\n
  3. Click Add Payment<\/strong> to record an amount against the document.<\/li>\n\n\n\n
  4. Select a Status<\/strong>.<\/li>\n\n\n\n
  5. Add Comments or Document Tags if you need to.<\/li>\n\n\n\n
  6. Click Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n
    Status<\/th>Meaning<\/th><\/tr><\/thead>
    N\/A<\/td>Payment status isn’t tracked for this document.<\/td><\/tr>
    Unpaid<\/td>Nothing has been paid yet.<\/td><\/tr>
    Partially paid<\/td>Some, but not all, of the value has been paid.<\/td><\/tr>
    Paid<\/td>The full value has been paid.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
    \n

    \u26a0\ufe0f Needs verification<\/strong><\/p><\/p>\n\n\n\n

    The exact fields shown inside the Add Payment form aren’t confirmed yet.<\/p>\n<\/div>\n\n\n\n

    Payment Status on the Dashboard<\/h2>\n\n\n\n

    Switch the Dashboard to its Post-processing<\/strong> view to add a Payment Status column alongside your document list, plus widgets that summarize your documents as Paid, Unpaid, and Partially Paid, with links to Billing & Invoicing and the Report center.<\/p>","protected":false},"excerpt":{"rendered":"

    Track what’s been paid, without touching the document’s own workflow. Payment Status answers the “has this been paid?” question separately from a document’s normal workflow status \u2014 so a document can sit in Completed while you still track it toward Paid. Where it lives Every document has a Post-Processing panel, opened from its row on […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"iawp_total_views":0,"footnotes":""},"doc_category":[59],"glossaries":[],"doc_tag":[],"class_list":["post-2927","docs","type-docs","status-publish","hentry","doc_category-documentation"],"year_month":"2026-09","word_count":232,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Veronika Nedecka","author_nicename":"veronika-nedecka","author_url":"https:\/\/viaspaces.com\/sk\/author\/veronika-nedecka\/"},"doc_category_info":[{"term_name":"Documentation","term_url":"https:\/\/viaspaces.com\/sk\/docs-category\/documentation\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs\/2927","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/comments?post=2927"}],"version-history":[{"count":2,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs\/2927\/revisions"}],"predecessor-version":[{"id":2929,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs\/2927\/revisions\/2929"}],"wp:attachment":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/media?parent=2927"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/doc_category?post=2927"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/glossaries?post=2927"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/doc_tag?post=2927"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}