How do I change a draft invoice to show it is already paid

Question asked by Keith Duffy 1 month ago

I am new to Clearbooks and am not sure how to progress with historic income. Manually recording income doesn't seem to provide the detail I need, so I created an invoice, saved it as a draft, and now want to mark it as paid and to show as income. How do I do this?

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2 Replies

Hi Keith,

Once you have created the invoice, you must head to Dashboard > Income > Click on the invoice number > Scroll down and use the Record Payment form to mark this as paid.

If you haven't already, you can create your bank account by heading to Dashboard > Bank accounts > Add account. You will then be able to select this as the Bank Account on the record payment form.

Tommy

Best answer
1 month ago

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