How do I Mark an Invoice as Paid?

Updated on December 12, 2018 02:41AM by Admin

If the created invoice gets fully paid by the customer, then it automatically moves to the paid status. The customer can pay the invoices by using different payment methods, partially paid invoices should not be considered as Paid Invoices instead they are to be categorized under Partially Paid Invoices.

Steps to Mark an Invoice as Paid

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on “By Status”, and select “Draft" at the left navigation panel.
    Draft Section
  3. It lists all your unpaid invoices. select the invoice check box and click on "Record Payment" button found at the top.
    Record Payment option
  4. Now "Record Payment" appears as a side panel in which record the full payment as shown in the below image. The Balance Amount field is now Non-editable.
    Recording an invoice as paid
  5. Finally, click on the "Save" button to finish.  

In the other case, if the invoices created with recurring payments then these paid invoices were collected under Active status in Recurring Billing.