How can I mark an invoice as paid and send the receipt?

How can I mark an invoice as paid and send the receipt?

When payment is received, you can mark an invoice as paid and send the receipt, either during invoice creation or later, directly from the Invoicing tab in the client’s record.

Option 1 — Send the receipt when creating the invoice

If payment has already been received, you can mark the invoice as paid and send the receipt while creating the invoice.

Steps to follow

  1. From the client record, create a new invoice and review the details.
  2. Click Save and mark as paid.
  3. Enter the payment date and payment method.
  4. Select Send receipt by email.
  5. Review the recipient email address(es).
  6. Click Mark as paid to confirm.


The invoice status changes to Paid, and the receipt is automatically emailed to the client or selected contact.

Option 2 — Send the receipt after the invoice is created

If payment is received later, you can mark the invoice as paid and send the receipt after the invoice has been created.

Steps to follow

  1. Open the client’s record and go to the Invoicing tab.
  2. Find the relevant invoice.
  3. From the invoice actions menu, select Mark as paid.
  4. Enter the payment date and payment method.
  5. Select Send receipt by email.
  6. Review the recipient email address(es).
  7. Click Mark as paid to confirm.


The invoice status changes to Paid, and the receipt is automatically emailed to the client or selected contact.

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