Mark an invoice as paid

When a customer pays another way than online, record it on the invoice.

1. Open the invoice and choose Mark as paid.
2. Check the amount. It starts at the balance; a smaller amount marks the invoice Partially paid. You can't record more than the balance.
3. Choose the day it arrived and how: bank transfer, cash, card machine, cheque, UPI, PayPal or another way.
4. Add a reference if you like, such as the bank reference. It is kept encrypted.

When the payments add up to the total, the invoice shows Paid. Its page tells the customer too.

Mistakes and refunds

• Void a payment recorded by mistake. It stays on the invoice, crossed out, with your reason. Nothing is ever deleted.
• To record money you paid back, choose More, Record a refund.
• Voids and refunds ask for your password again.