MARK AS PAID

Question asked by RAFAL ZAKRZEWSKI 9 years ago

HELLO

CAN YOU PLEASE TELL ME HOW TO MARK INVOICE CREATED IN CLEAR BOOKS AS PAID( CUSTOMERS PAID INTO MY BANK ACCOUNT)? THANK YOU

6 Replies

Hi Rafal,

There are two main ways of doing this.

If you import your bank statements into Clear Books then you should follow the instructions in the Support Guide below to allocate the relevent payment on the imported statement to the invoice:

https://www.clearbooks.co.uk/support/guides/explain/allocate-an-unpaid-bill-to-a-payment-on-an-imported-statement/

If you do not import your bank statements then you can quick pay the invoice by following the instructions in the Support Guide below:

https://www.clearbooks.co.uk/support/guides/payment/how-to-allocate-a-payment-against-an-unpaid-invoice-quick-pay-form/

I hope that helps.

All the best.

Hi Neal,

Ok no problem, it seems as though you may not have the user permissions to see the Configure system menu.

Tommy

I dont have configure system option.

clicking on invoice i have a "payment' option so will try this/

Thks

Hi Neal,

Once you click into an invoice, if you scroll down, you should see a Quick Pay form to allocate payment. However, you must ensure that this feature is toggled on by heading to Settings > Configure system > Toggle features > Invoicing & Expenses > Tick on Quick Pay Invoices.

Tommy

ok i have this q but link doesnt work, why is paid option not available on drop down next to invoice?

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