Mark Invoices as Paid

When you receive a payment from your client, Invoice2go helps you track payments and stay on top of who’s paid you and who hasn’t.

For all of your payments that you receive outside of the Invoice2go app (e.g. check or cash), you can manually record full or partial payments. If you have the turned on the ability to accept debit and credit card payments, your clients’ payments will automatically record on their respective invoices and be filed away in your paid invoice folder for record keeping.

iPhone and iPad

  1. Open the invoice
  2. Tap on the Action button
  3. Select Payment
  4. Set the Fully Paid toggle button to ON
  5. Set Date Paid
  6. Enter the type of payment made in Type
  7. Or, tap on the Plus sign button to choose from a list of payment types.
  8. Enter notes related to the payment under Comments
  9. Tap on Save

You can also mark multiple invoices as paid with these steps:

  1. Go to the Invoices folder
  2. Tap on Edit
  3. Select the invoices you want to mark as paid
  4. Tap on Paid

Android

  1. Go to the Invoices folder
  2. Select invoice you want to mark as paid
  3. Tap on Paid
  4. Check the box for Fully Paid
  5. Set Date Paid
  6. Enter the type of payment made in Type
  7. Or, tap on the Magnifying glass button to choose from a list of payment types
  8. Enter notes related to the payment under Comments
  9. Tap on Save

Web

  1. Click on the Folders button
  2. Click on the Invoices folder
  3. Select the invoice you want to mark as fully paid
  4. Click the Document drop down to the left of the green Done button
  5. Click on Payments
  6. Click the Fully Paid checkbox
  7. Set Date Paid
  8. Enter notes related to the payment under Add Comment
  9. Click Paid

Note: To set a paid invoice as unpaid, set the Fully Paid option to No

Have more questions? Submit a request