Questions answered in this article:

  • How do I mark an invoice as paid?


View the instructional video(s) on this topic below:


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Before you set an invoice as paid, make sure that the invoice is already submitted. To learn how to set your invoice as submitted, you may read Marking Invoice as Submitted

 

To go to the Invoice History and click a specific client to open the client information modal


Go to Finances tab, scroll down the Finances content and you will find the Invoice History area



Select a specific invoice that has a Submitted status.



In the Invoice Preview Modal, click Pay


Set the payment method, and click Set Payment Method button


Finally, you will receive a notification that the invoice was set to paid successfully


You may also click the paid status beside the invoice title in the invoice history list to mark that specific invoice as paid.