Invoicing Features are currently only available to Pro and Pro Plus subscribers.
As a business owner, you may have encountered instances where your customers pay you through cash or check. While this mode of payment can be convenient (and necessary) in some cases, it can also make it more challenging to organize all your pending and completed payments.
With NextPay’s new Mark as Paid feature, you can now record an invoice payment even if it was paid outside of NextPay, making it a lot easier for you to keep track of all your payments in one place.
How do I mark an invoice as paid?
To record a payment made outside of NextPay, follow these simple steps:
Go to the Invoices dashboard and select the invoice you want to mark as paid.
Under Balance due, click the Mark as paid button
In the form that opens, select the date when the invoice was paid and the payment method used by the customer.
You may add or update your existing private note to include additional details about the transaction for your internal tracking.
Click the Mark as Paid button.
When prompted, type “CONFIRM” to mark the invoice as paid.
That's it! The invoice has now been marked as paid outside of NextPay.
What happens when you mark an invoice as paid?
When you mark an invoice as paid outside of NextPay, the following will happen:
The marked as paid invoice balance will be deducted from the Balance Due Overview.
An email will be sent to the admin users of your NextPay account, letting them know that the invoice has been marked as paid outside of NextPay.
An email will be sent to the customer, letting them know their payment has been recorded.
Can I delete a published or marked as paid invoice?
No, only Draft invoices can be deleted. Published or marked as paid invoices can only be canceled.
If you want to cancel it, simply follow these steps:
Open the published or marked as paid invoice you want to cancel.
Click the Cancel invoice button.
Confirm the cancelation.
Will Mark as Paid invoices show up in my exports?
When you export your invoices, you’ll see a column that displays the payment method chosen by your customer. This will make it easier for you to organize and keep track of your invoices all in one place.