Follow

How Do I Mark an Invoice as Paid?

This article describes how to mark an invoice as paid.

On the app's main menu, select Invoices.

01-SelectInvoiceList.png

 

Select the invoice you want to mark as paid from the invoice list.

02-SelectInvoice.png

 

 

The Action Bar slides out from the right. 

Tap the green Pay Now button. 

03-PayNow.png

 

Choose your payment option:

  • Cash - enter the cash amount.  For a partial payment or a deposit, you can change the amount.
  • Check - enter the amount and the check number.  As with the cash option, if this is a partial payment or a deposit, you can change the amount.
  • PayPal - for paid accounts, this option connects to your PayPal account.  This is for the full amount only.
  • Credit Card - for paid account, this option connects to a 3rd party payment solution and charges the full amount only.

04-SelectPaymentOption.png

Was this article helpful?
2 out of 2 found this helpful
Have more questions? Submit a request

2 Comments

  • 0
    Avatar
    Svsgeneralcontracting

    how do I correct a payment that was entered using  credit card by mistake.  I tried to enter a negitive entry and it showed up as a positive entry, so I have two credit card payments on an invoice that had no credit card payments.

  • 0
    Avatar
    Svsgeneralcontracting

    how do I enter payments made by etransfer?  I do not see any way to record an etransfer payment made by customer.

Please sign in to leave a comment.
Powered by Zendesk