Mark an invoice as paid on mobile

This article explains how to mark an invoice as paid using the FreeAgent mobile app by explaining an imported bank transaction.

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.

Navigate to the ‘☰’ (mobile app navigation menu) and select ‘Banking’ from the menu.

'Banking' highlighted on the mobile app navigation menu.

Select the relevant bank account for the transaction.

'Business Current Account' highlighted on banking page.

Select the relevant transaction from the list.

Unexplained transaction highlighted on Business Current Account page.

Clicking on the relevant transaction will open up the following, where you can navigate to ‘Explained as’.

'Explained as' highlighted on unexplained transaction page.

Select ‘Invoice receipt’ from the list of options.

'Invoice receipt' highlighted on list of options.

Then navigate to ‘Invoice’.

'Invoice' highlighted on unexplained transaction page.

Choose the relevant invoice from the list of options.

Example invoice highlighted on list of invoices.

Input any other relevant information and choose an attachment if needed. Then select ‘Explain’ to complete the process.

'Explain' button highlighted at bottom of unexplained transaction page.

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