How do I mark an invoice as paid?

Here's how to update an invoice paid by cash or e-transfer.

Updated over a week ago

Invoices can be paid by clients in several ways.

  • By Credit Card (through Stripe)

  • Cash

  • e-transfer or other payment service

When a client chooses to pay using a method other then Credit Card, here's how to log a payment on a past invoice.

How to create a payment on a past invoice.

  1. From the Invoices tab within a Client Record

  2. Select "Edit" beside the invoice you would like to record a payment

  3. Click "Create Payment"

  4. Select the payment method.

  5. Input the corresponding information for your records

  6. Click "Pay"

And... you are done!

Nice work, your clients account is now up to date.

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