Marking as paid

2 min read

Once a payment is received, the customer can mark the invoice as paid directly through their tracker - or you can do it from your end.

How the customer marks as paid

1. The customer opens the tracker and finds the step with the payment request
2. They click I've Already Paid This

3. They select the payment method (bank transfer, cash, cheque, or other)
4. They can optionally upload a receipt and add a note

5. They click Submit

What happens next

You're notified immediately. The step updates to show a Marked as Paid badge. You can review the payment details, view any receipt the customer uploaded, and confirm the payment when ready.

If you're connected to Xero, once you confirm the payment, the invoice status updates to paid in Xero automatically.