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 status of your invoice will be set to 'Fully paid' and 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. 

iPhone and iPad

  1. From the side navigation menu, tap on Invoices
  2. Select the invoice you would like to add a payment to
  3. From the invoice summary screen, tap on Add payment
  4. Tap on Mark as fully paid
  5. Tap on the paid amount to view the invoice's payment history

Android

  1. From the side navigation menu, tap on Invoices
  2. Select the invoice you would like to add a payment to
  3. From the invoice summary screen, tap on Add payment
  4. Tap on Mark fully paid 
  5. Under the paid section, tap on View history to view the invoice's payment history

Web

  1. From the side navigation menu, tap on Invoices
  2. Select the invoice you would like to add a payment to
  3. On the right side under Balance, click on Add payment
  4. Toggle on Mark as fully paid
  5. Enter method of payment: Cash, Check, Bank transfer, Credit card, PayPal
  6. Add a note related to the payment
  7. Click on Add payment
  8. Click on Payment history to view the invoice's payment history

Helpful Tips 

  • When marking invoices as fully paid from a mobile device, you are unable to change the payment date, enter in the method (e.g. cash, check, etc.) that the customer paid you with or add any payment note
  • If you customer makes a payment on an invoice using either a debit or credit card or through PayPal, Invoice2go will automatically add those payments to your invoices
  • 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

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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