How do I mark an invoice as paid and send a receipt?

You can mark an invoice as paid in the app – simply tap: 'Admin' > 'Invoices & bills' > select the preferred invoice > 'Mark as paid'.

After this, you can match the paid invoice to the relevant transaction by ticking the checkbox next to it in the list.

If you have Invoice Assistant or an accounting bundle, you can send a PDF receipt to confirm the payment.

To cancel a receipt, go to: 'Admin' > 'Invoices & Bills' > select an invoice from the 'Paid' section > 'Cancel receipt' or  'Mark as unpaid'.

To mark multiple invoices as paid, tap and hold the ones you need to select, then tap the ‘tick’ icon to confirm. You can mark up to 100 invoices as paid at once.