A key element of invoice management is understanding when an invoice has been paid. It is a critical piece of information from a reporting perspective, but also when wanting leverage. Unpaid invoices often provide that.
Here is how to mark an invoice as paid.
Navigate to the invoice in question. In this case, we went to the invoices section within a matter. Click on the invoice file or Review to preview the invoice.
From the preview modal, click on the Paid button.
Enter the Paid Date, along with a descriptive Invoice Note if required. Once complete, click the Mark as paid button.
The invoice grid now reflects the Paid status and displays the date of payment. The Invoice Note will also be visible using the Payment Note column.
Note: The invoice grid columns can be customized. If you don't see the Paid Date and Payment Note columns, you can add them by clicking on the column section on the right side.
The same method holds true when marking multiple invoices or an entire invoice batch as paid. Below, we have navigated to Spend > Invoices > Invoice batches and have selected the desired invoice batch.
You can make use of the date range option from the grid and filter the invoices weekly, monthly, yearly, or a specific date range. With the desired invoices highlighted, click Mark as paid.
The Paid status, Paid Date, and Invoice Note in the Payment note column will be updated for all selected invoices within the batch. You can also mark the invoices as unpaid from the grid.
