Receivables: Mark an invoice as paid

If your customer sends you a payment outside of Cashflow360℠, you can mark the invoice as paid. To record offline Receivables payments, you must have manage invoice permissions in Cashflow360.

Mark invoice as paid with an offline payment

  1. Select Invoices in the navigation menu
  2. Select the invoice #
  3. Select More actions
  4. Select Mark as paid
  5. Enter payment details
  6. Check Allow Export if you want the payment to sync to the accounting software.
    • If the payment is already in the accounting software, this should be unchecked
  7. Select Mark as paid

If you're linked to your customer through the Cashflow360 network, we'll also mark this bill as paid in their account, and let them know you marked it as paid.

Cancel an offline payment

  1. Select Payments In in the navigation menu
  2. Select the Reference # for the payment you want to cancel
  3. Select Cancel Payment