If you have a payment gateway linked to your location, your customers can pay their invoices online. However, there are instances when people need to make cash payments or pay by cheque, which cannot be done through the app. In such cases, you still need to record the payment.
Mark the invoice as paid externally
As soon as you receive the payment from your customer, do the following steps to reflect the payment on the invoice:
Navigate to the Locations > Community and open the company's or user's profile.
Go to the Billing > Invoices pages.
Select the desired invoice.
Press
(...)top right >Mark as Paid Externally.
Optionally, add a memo to indicate the source of payment or any other relevant details for your payment records.
Press
Mark as Paid. Once done, the invoice will get the "Paid" status.
When the invoice is marked as paid, your customers do not receive any notification about the payment being processed.
How external invoice payments reflect in Analytics
The invoices marked as paid externally are included in the "Payments" dashboard on the Analytics page. The transaction date coincides with the date when the invoice was paid. Explore Analytics
The "Transactions" report includes invoices with a "Paid" status and "External" payment type, indicating payments made externally. This allows you to differentiate between externally paid invoices and those paid online. Create custom reports
