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
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:
If you do not import your bank statements then you can quick pay the invoice by following the instructions in the Support Guide below:
I hope that helps.
All the best.
Best answer
ok i have this q but link doesnt work, why is paid option not available on drop down next to invoice?
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
I dont have configure system option.
clicking on invoice i have a "payment' option so will try this/
Thks
Hi Neal,
Ok no problem, it seems as though you may not have the user permissions to see the Configure system menu.
Tommy
Hi Neal,
All support guides are available on our website (https://support.clearbooks.co.uk/support/home). These linked to old support guides that were created more than two years ago.
How to Quick Pay an unpaid invoice
Bills and invoices can only be paid by allocating a payment to them, otherwise they cannot be reconciled.
You must 