Getting paid · Invoices
How do I record a payment that did not come through the pay link?
ComputerOpen Get Paid, then open the invoice and Mark paid, then pick cash, check or other and the amount.
PhoneOpen Get Paid, then the invoice and Mark paid.
Mark paid is the close-out for money that arrived outside DeskOps — a check in the mail, cash on the job, a bank transfer you took directly. It records the payment against the invoice so the balance, the Money page and your tax position all move together. A partial amount leaves the invoice part-paid with the remainder still owed. If Mark paid was a mistake, the invoice detail has an undo for it; if the customer really paid you, leave it alone.