Invoice Crowd makes it easy to track payments that occur outside the system, such as cash, checks, or bank transfers. The "Mark as Paid" feature lets you record these offline payments and keep your records up to date.

 

How to Mark an Invoice as Paid

You can access this feature in two convenient locations:

Option 1: From the Invoices List

  • Navigate to your Invoices list
  • Find the invoice you wish to mark as paid
  • Click the three-dot menu (⋮) at the end of the invoice row
  • Select Mark as Paid from the dropdown menu 

Option 2: From the Invoice Detail View

  • Open the specific invoice you want to mark as paid
  • Look for the Mark as Paid button in the actions panel on the right side
  • Click the button to proceed with recording the payment

Recording the Payment

After clicking "Mark as Paid" from either location, you'll be able to:
  • Enter Payment Details
  • Record the payment amount (full or partial)
  • Select the payment date
  • Choose the payment method (cash, check, bank transfer, etc.)
  • Add any reference numbers or notes
  • Confirm the Payment
  • Review the details
  • Click "Save" or "Confirm" to record the payment
  • The invoice status will update to "Paid" automatically