How do I mark a transaction as paid?

In order to mark an invoice as paid, go to "Accounting" in the left side menu of your dashboard and switch to the "Transactions" tab. Press "details" next to the invoice in question:

Click the ''Record Payment'' button in the upper right corner of the page:

Select the "Invoice Paid Date", "Amount" 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:
Sep. 24, 2021