Mark Invoices As Paid

Invoices with AND CO need to be created and sent or marked as sent in order for you to mark them as paid/record a payment against them. 

View more on how to mark a invoice as sent without sending it to your client here.

Once you have created your invoice  and sent it to your client or marked it as sent simply select the invoice via the invoices tab and  select the outstanding invoice

Once you have selected the invoice > select the "record payment" green button > record payment

And continue to enter in the details of the payment such as currency, amount and date

Once recorded you will see a option to send a payment receipt > select send receipt to send a payment receipt to your client or select Skip to not send a payment receipt.

Your invoice is now marked as paid and you can see this via the invoice > invoice history on the right.

You can also view payment history on invoices by selecting the invoice > payments tab


An alternative way to mark the invoice as paid by selecting "record payment in full" select the invoices tab > select the menu icon to the right of the invoice (3 little dots) 


Then select the option > record full payment

Selecting this option will mark the invoice as paid in full with the payment date being the same date you selected "record full payment" via this method.

You can edit/delete the recorded payment and date anytime by selecting the invoice >payments tab > 3 dots icon to the right of the payment

Make any necessary edits and select save


💌  Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌

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