Whether you're recording a payment that came through another channel or your customer is paying directly online, it's important to keep your invoices up to date.

This article walks you through both sides of the process — how to manually mark an invoice as paid, and what the payment experience looks like for your customer.

🧾 Manually marking an invoice as paid (merchant view)

Step 1: Locate the invoice

Go to Invoice > Manual Invoices and find the invoice you'd like to update. Click the linked invoice number to open its summary.

Step 2: Select payment option

Click Payment Option and choose whether the customer paid in full or made a partial payment (if partial payments are enabled).

Step 3: Choose payment method

Select the payment method used by the customer. To log an offline payment through check or bank transfer, choose Manual Payment.

Step 4: Enter payment details

Fill out the payment information and click Process Payment to record it.

💳 Paying an invoice (customer view)

Step 1: Open the invoice

The customer can find the invoice in their email and click View and Pay Invoice, or paste the link into their browser.

Step 2: Choose payment amount

Once the invoice opens, they’ll review the details and click Pay Invoice. Then they’ll choose to pay in full or make a partial payment (if available).

Step 3: Enter payment info

The customer selects a payment method and enters the necessary details.

Step 4: Complete the payment

Once submitted, they’ll receive a receipt via email. If they revisit the invoice link, it will now show as Paid.