How do I mark a transaction as paid?

In order to mark an invoice as paid, go to the Accounting page and switch to the Transactions subpage. Press the invoice in question:

Click the ''Mark as paid'' button in the upper right corner of the page:

Select the "Date Paid", "Amount paid" and "Method", enter details and upload documents and templates if necessary. Press the "Confirm" button:

You can also mark the invoice as paid while creating the invoice. For that enable the "Mark as paid" toggle button:

 

Last updated:
Mar. 22, 2024