Note: 'Mark as paid' is not available for payments created before 24.01.2024. All documents with payment requests created after that date will be available for marking as paid.
In the Payments section hover over a document in Pending, Due soon, Overdue, or Failed status
Select vertical ellipses on the right to a payment record
Select Mark as paid from the dropdown
Add a private note that will be displayed in the audit trail record for the manual status change
Disable the notification email sent to the payer by switching off the toggle if needed
Select Mark as paid
Once you manually mark a one-time payment or the last step of an installment as paid, the related document will automatically move to Paid status.
Note: You cannot mark an installment payment as paid if the previous one has not been paid. For example, if an installment has two payments, both must be in Pending status. The user must mark the first payment as paid before changing the status of the second payment.
Any changes made to payment records can be tracked in the audit trail of the document and the Timeline on the Home page. The records will show who manually marked the payment as paid.
Another option to reflect the offline payment is to manually change the document status to 'Paid':
Go to the Document list
Hover over the document on the far right
Select the vertical ellipses
Select Change status from the dropdown
Note: You can only mark payment records as paid if the document is in Waiting for payment status.
Learn more about manually changing document status here.