How to mark an invoice as paid
Paid in cash or by bank transfer? Mark the invoice paid and send a receipt if you like.
Card payments through robot Pay mark themselves paid. For cash, cheques or bank transfers, you mark the invoice paid yourself.
Mark one invoice paid
The invoice turns green and moves to Paid.
- 1Go to Work → Invoicing and open the invoice.
- 2Tap Mark paid.
- 3Choose Mark paid + send receipt to email the customer a receipt too, or Mark paid only.
Mark several paid at once
- 1In Invoicing, tick the round checkbox on each invoice that’s been paid.
- 2Tap Mark as paid in the bar at the bottom.
Send a receipt later
Open a paid invoice and tap Send receipt, then Send receipt again to confirm. The receipt goes by email, plus SMS when the customer has a mobile on file. Change the wording in Settings → Templates.
Marked it paid by mistake?
Open the invoice and tap Undo. It goes back to Awaiting.
If the invoice has already synced to Xero, robot warns you first. Undoing it in robot doesn’t change Xero, so remove the payment in Xero too. Invoices Paid via robot Pay can’t be undone, because the card payment really happened. Refunds are done from your Stripe dashboard.
Xero
If Xero is connected, marking an invoice paid sends it to Xero automatically. See Connect Xero.