How to Mark an Invoice as Paid

Overview 

If an invoice is paid by cash, check, or other payment outside of the One Step payment processor, you'll need to mark the invoice as paid manually. 

Watch the Video Here

• Enter the Client Profile from the client page by clicking on the client's name in blue 
• Enter the Payment Tab in the Client Profile

• Click Make Payment on the left side of the invoice
  • If you are using the available funds to pay the invoice, you'll need to have the exact amount of the invoice or more in the Available Funds

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639