NOTE: If you have the Sage Integration Tool the mark as paid function will be dealt with as part of using that tool.
This lesson explains how to mark invoices as paid.
Step 1: Go to the Invoice Report. This report defaults to the current month and shows you all of the invoices that fall in to that month. If you wish to view the report for a different period of time, simply change the time frame using the Set Filters option.
Step 2: Look through the listed invoices to find the one you wish to mark as paid. The Invoice Number is listed on the left-hand side of the invoice information and those that need to be marked as paid have a Mark as Paid button on the right-hand side.
Step 3: Click Mark as Paid on the appropriate invoice. The Status of the Invoice will then change from Invoiced to Paid.
The invoice is now marked as paid. You can also follow the next two steps to check on the status of a particular project’s invoicing.
Step 4: Click on the Project Title – the Invoice Creation page appears (here you can download a copy of the invoice, if you wish).
Step 5: Click Invoicing and you will be taken to the Invoicing page. You will see the Invoice Schedule with all of the invoices scheduled for that project. The invoice number of the invoice which you marked as paid should now be green.
NOTE: Any invoice numbers that are shown as blue are invoiced but not yet paid, if there isn’t an invoice number, the invoice has not yet been created.