When full payment has been received for one or more invoices, you can mark them as paid.
To mark one or more invoices as paid:
- In the Business menu, select Invoices.
- Select the required tab: Awaiting Payment or Overdue.
- If necessary, search for the invoice you want to record a payment on. You can refine your search by clicking the Filter button (at right) and applying one or more filtersA filter provides a quick way to display only selected clients, jobs, quotes or estimates, work in progress, invoices and purchase orders based on pre-defined criteria. to narrow the scope of the search.
- Select the checkbox to the left of the invoice number for each invoice you wish to mark as paid.
- Click Mark as Paid.
- In the Payment dialog, provide the following information, as required.
Field Description Date Paid The date the current payment was made. This defaults to today's date, but you can use the pop-up calendar to select a different date if required. Bank Account Mandatory field if integrated with Xero. Payments will sync back to Xero.
- Click Continue. The selected invoice (or invoices) are:
- marked as paid
- moved from the Awaiting Payment or Overdue tab to the Paid tab.