Clearing an Invoice
Edited
Use the Invoice/Payment links tab in the finance section to mark unpaid invoices as paid.
Steps to Clear an Invoice
Go to the UNPAID tab.
Click Record Payment.
Select the payment method (Bank Transfer, Cash, or Card).
Enter the payment date to update the invoice to Paid.
Payments made via the payment link are marked as paid automatically.
PDF Invoices
A PDF is sent with the original invoice email.
To download later, click the page icon in the Invoice Table.
You can also:
Add notes
Export to .csv
Resend the invoice
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