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InvoicesMarking as Paid

Marking as Paid

Record offline payments like cash, check, or Zelle.

When you receive payment outside of the app — cash at the job site, a check in the mail, a Zelle transfer — you can mark the invoice as paid to keep your records up to date.

How to Mark as Paid

  1. Open the invoice you want to mark as paid.
  2. Click Mark as Paid.
  3. Select a Payment Method:
    • Cash
    • Check
    • Zelle
    • Other
  4. Add a Note (optional) — for example, “Check #1234” or “Paid at job site on Friday.”
  5. Click Confirm.

The invoice status changes to Paid immediately. A green banner appears on the invoice showing the payment date, method, and your note.

What Happens After Marking Paid

  • The invoice moves to Paid status and becomes read-only
  • The payment appears in your dashboard revenue metrics
  • The payment date, method, and note are recorded permanently
  • A record of who marked the invoice as paid is stored for your audit trail

Once marked as paid, the invoice detail page shows:

  • A green Invoice Paid banner at the top
  • Payment date — when the invoice was marked as paid
  • Payment method — the method you selected (e.g., “Cash”, “Check”)
  • Note — any note you added (e.g., “Check #1234”)

Online Payments (Pro)

If you’re on the Pro plan with Stripe set up, invoices can also be paid online by your customer through the customer portal. When a customer pays online, the invoice is automatically marked as paid with the payment method recorded as “Card” or “Bank Transfer.”

See Accepting Online Payments for details.

Tips

  • You can mark a Draft invoice as paid directly — it doesn’t need to be sent first. This is useful if a customer pays at the job site before you get a chance to send the invoice.
  • The payment note is for your reference only. It’s not visible to the customer.
  • You cannot undo marking an invoice as paid. If you need to correct a mistake, contact support.
  • Use descriptive notes to make your payment records easy to search later — for example, include check numbers or transaction dates.
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