Once a client has submitted an authorization and you've used the details to pay your supplier, you'll need to update the invoice to reflect this change.
On the invoice, find the payment that you just made -- it should be marked as Authorized -- and click the "Mark as Paid" button.
💡 Note: If you don't see the "Mark as Paid" button in the payment schedule, click the "Edit" button at the top of the invoice and check again. |
Change the "Paid date" if the payment was processed on a different day, choose whether to send the client a receipt, and click “Mark as Paid” again to complete the update.
When the page refreshes, the payment will now be labeled as Paid.
💡 Note: If payment fails, set the authorization back to "unpaid" and let the client know. |
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