Mark an invoice as paid on mobile
Please note:
- You’ll need level 6 access or above to mark an invoice as paid.
- The invoice you received the payment for needs to have been sent or to have been marked as sent and showing as Open or Overdue in the Invoices section.
Tap the ‘☰’ (mobile app navigation menu) and select ‘Banking’ from the menu.
Select the relevant bank account for the transaction.
Select the relevant transaction from the list.
Clicking on the relevant transaction will open up the following, where you can navigate to ‘Explained as’.
Select ‘Invoice receipt’ from the list of options.
Then navigate to ‘Invoice’.
Choose the relevant invoice from the list of options.
Input any other relevant information and choose an attachment if needed. Then select ‘Explain’ to complete the process.