You can easily update the payment status of an invoice by following a few simple steps.
Select the invoice: Choose the invoice you want to mark as paid.
Open the menu: Click on the menu option (represented by three dots on the far right side).
Mark as paid: Click on "Mark as paid" to begin the process.
Payment date selection: After clicking "Mark as paid," a date selector will appear.
Custom date: Pick the date when you received the payment, ensuring accurate record-keeping.
Default to current date: If you do not select a date, the system will automatically record the current day’s date.
Payment date will be shown in the following areas:
Billing section: The payment information is updated and visible in the billing section.
Client profile: The payment date and status are also recorded on the client’s profile for future reference.