Bookkeeping & Invoicing
How do I mark an invoice as paid?
Under Cash and bank, mark your company account and select New bank transaction. You can
If a matching invoice is found, it will appear on the right and you can approve it. The matching is based on
If the paid amount differs from the original amount, you can fix this through either rounding or partial payment. This is done in step two.
Read more about different scenarios for matching outgoing and incoming payments and setting off invoices that cancel out each other in Match outgoing payments manually and Match incoming payments manually. Read more about what to choose in the next step after clicking Match in What should I choose after clicking on Match?.
Have you already posted the payment as a manual journal entry instead of matching the bank transaction? The invoice will then still show as unpaid. Correct the journal entry and then register the payment the right way, as described in Can I link an already posted journal entry to a bank transaction?.
Has the customer paid before you've sent an invoice, for example an advance payment or a deposit? Read about how to post the advance payment and then match it against the invoice in How do I register an advance payment from a customer?.
If you've deleted the bank transaction for the payment, the invoice is still shown as unpaid. Read more in I've deleted a bank transaction by mistake, how do I post the payment now?..
If the bank transaction is a payment for several customer invoices at once, you match them one invoice at a time against the same transaction. Read more in How do I match a bank transaction that relates to the payment of several sales invoices?.. If the payment is only a partial payment of the invoice, you resolve the difference in step two. Read more in How do I register a partial payment of a sales invoice?..