Once a customer has completed their payment, you’ll want to update the invoice status to reflect it. Marking an invoice as paid helps you maintain your accounts accurately and makes it clear which invoices no longer require follow-up. In this guide, we’ll show you how to mark an invoice as paid quickly.
There are two ways to update an invoice status and mark it as paid in the admin center:
Accounting Section
One way to mark an invoice as paid is through the Accounting section. You can access it by following the path below:
Admin Center -> Accounting -> Invoice(tab) -> Actions button -> Edit
Select the Paid status, and two additional fields will appear for you to complete:
Amount: By default, the invoice amount will be prefilled in this field. If the customer has paid a different amount, you can enter the actual amount here. For cases where only part of the invoice has been paid, it’s recommended to use the Partially Paid status instead.
Short Description: Use this field to add a note or description about the invoice, helping you keep better records.
Customers Section
You can also update the status of invoices directly from the customer details page by following this path:
Admin Center -> Customers -> Click On Details(button) -> Select Invoice(tab)
In the Invoice tab, you can view all of the customer’s invoices. Find the invoice you want, then click the Actions button and select Edit.
The process for marking an invoice as paid is the same as the method described above.
If you want to learn more about managing invoices, you can read this article.