Manually marking an invoice as paid

With Okappy, you can easily keep on top of your invoices and ensure good credit control.  You can see at a glance which invoices are paid and which are still outstanding. Invoices get set as paid automatically when payment is taken via Okappy, if you mark an invoice as paid in Xero or if you mark an invoice as paid manually in Okappy.

Read on to see how to manually mark an invoice as paid in Okappy.

You can see which invoices have been paid and which are outstanding from the invoices page.

The green tick shows when an invoice has been paid.

To manually mark an invoice as paid

• Click the three dots menu next to the relevant invoice
• Select Mark as paid

You can also set an invoice back to not paid by

• Clicking the three dots menu next to the relevant invoice
• Selecting Mark invoice as not paid

For further information see

• Raising a job for a customer with an outstanding balance
• Automatically marking invoices as paid
• Outstanding invoices report
• Paid invoices report