After an invoice has been put into Billed status, you can easily mark that invoice as paid.

Note: Marking an invoice as billed does not automatically email the customer a copy of the invoice.

Mark an Invoice as Paid Without Payment Information

1. Select Invoicing from the navigation menu, and then select either New Invoices or Past Due Invoices, depending on whether you want to mark a new or past due invoice as paid.

2. Do one of the following:

  • To mark a new invoice as paid, scroll to the Billed Invoices section on the Invoices page.
  • To mark a past due invoice as paid, find the appropriate section on the Past Due Invoices page.

3. Find the invoice you want to mark as paid, and click Mark Paid. This invoice will be moved to the Invoicing History page.

Mark an Invoice as Paid With Payment Information

1. Select Invoicing from the navigation menu, and then select either New Invoices or Past Due Invoices, depending on whether you want to mark a new or past due invoice as paid.

2. Do one of the following:

  • To mark a new invoice as paid, scroll to the Billed Invoices section on the Invoices page.
  • To mark a past due invoice as paid, find the appropriate section on the Past Due Invoices page.

3. Find the invoice you want to mark as paid, and then click the icon with three dots to enter payment information.

4. Select Mark Paid With Payment Info.

5. In the popup, enter the Payment Reference information.

6. Click Mark Paid. This invoice will be moved to the Invoicing History page.

Note: For more information about billing options, click here.

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