Marking an Invoice Paid & Applying Payments to an Invoice

Marking an Invoice Paid & Applying Payments to an Invoice

This file will guide you through how to mark an Invoice as Paid and apply separate payments to that invoice.
  1. Hover over the Finances menu.
  2. Click on Invoices.

  1. Find the Invoice to wish to edit by using the filters below the column headers.
  2. Click on the tick to the right of the Invoice.

  1. You will now be directed to the Payments tab in the Edit Invoice page.
  2. Enter in the Date of Payment, Payment Method, Transaction ID (if used) and the Total Amount Paid.
  3. Select + Add Payment again if the invoice was paid by 2 or more separate transactions/tenders.
  4. The Checklist on the right will now say PAID.
  5. Click on Save to update.

Showing amounts held in Trust on an Invoice

Normally payments on Invoices can only be less than or equal to the invoice total. However if the payment type is Trust Account, you can apply an amount that is greater than the Invoice. This assists to show a Solicitor that you are holding an amount in Trust that is less or greater than what you are owed for Commission. For example, an invoice has been created for Commission of $9,800. The Trust is holding $15,000 for this property. A Trust payment can be applied for $15,000 showing a negative balance of $5200. 

Please note, adding Trust payments will not mark the invoice as Paid as this is usually a hypothetical payment.