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 ‘Banking’ icon.

Overview screen with Banking icon highlighted

Select the relevant bank account for the transaction.

List of bank accounts

Select the relevant transaction from the list and choose 'Invoice Receipt' in the ‘Explained as’ field and the relevant invoice in the 'Invoice' field.

Explained as and invoice fields highlighted on bank transaction

Select ‘Explain transaction’ to complete the process.

Explain transaction highlighted on bank transaction

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