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Paying invoices

Create a payment to mark an invoice as paid​

To create a payment against an invoice:

  1. Open the Finance dashboard card and choose Create Account Payments.

  2. In step 2, input the Date and Amount of the payment. Set the Account field to the financial account receiving the payment.

  3. Select Show optional and set the Invoice field to the relevant invoice.

  4. Input any other fields as applicable (a Reference is recommended). Select Next and then Create.

create payment fields

Once the payment is created, the invoice's Status will be set to Paid automatically.

invoice paid changes
Note

An invoice must be issued before a payment can be created against it.