Mark an Invoice as Fully Paid

If your customer has paid your invoice in full, you can add a payment to it by marking it as fully paid.

When marking invoices as fully paid, the invoice will be moved to the paid section of your invoice list. Additionally, a payment for the full amount of the invoice will be applied to its payment history. 

iOS and Android

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  1. Tap Invoices
  2. Select the invoice you would like to add a payment to
  3. Tap on Mark as paid
  4. Tap on the payment method used to pay for the invoice (optional)
  5. Add any notes regarding the payment
  6. Toggle on Email a receipt if you would like to send your customer a receipt for their payment
  7. Tap Done in the top right corner to confirm the payment 
  8. Tap on Transaction history under Payment to view the invoice's payment history
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If you accidentally tapped on
Mark as fully paid when you did not mean to, there is no need to worry. You can delete a payment through the Transaction history of your invoice. Additionally, you can tap on Undo in the top left corner of the Mark as paid screen. 

Web

1. Click on Invoices

2. Select the invoice you would like to add a payment to

3. Click on either the Preview or Send tab at the top

4. On the right side under Balance, click on Add payment

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5. Toggle on Mark as fully paid        

6. Enter method of payment

7. Enter the payment date

8. Add a note related to the payment

9. Toggle on whether or not you’d like to send a receipt to your customer for the payment 

10. Click on Add payment

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11. Click on View transaction history to view the invoice's payment history

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Helpful Tips 

  • When marking invoices as fully paid from a mobile device, you are unable to change the payment date
  • For any invoices that are fully paid off by your customer with card payments or with PayPal, Invoice2go will mark those invoices as fully paid and move them to the paid section of your invoice list 
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