Mark Invoice as Paid in FreshBooks

Easily Mark Invoices as Paid in FreshBooks: A Comprehensive Step-by-Step Guide.

Step-by-step guide on how to mark an invoice as paid in FreshBooks:

1. Log in to FreshBooks and go to the Invoices tab.
   
   
    
2. Find the invoice you want to mark as paid, and open it.
   
   
    
3. Click on "More Actions" in the top right corner of the invoice.
   
   
    
4. Select "Add a Payment" from the drop-down menu.
   
   
    
5. Enter the payment date, amount, and method of payment (optional: add a note). and click the "Add Payment" button to confirm.
    

The invoice will now be listed under the "Paid" filter in the Invoices tab.

Our 8 Expert Helpful Tips

1. Make sure to double-check the invoice details, such as the amount and due date, before marking it as paid to ensure that the payment is accurate.
    
2. If you accept multiple forms of payment, you can choose the appropriate one when marking the invoice as paid.
    
3. If you have recurring invoices, you can also mark them as paid in bulk by selecting them and using the "Add a Payment" button in the top right corner of the Invoices page.
    
4. If you use FreshBooks for tracking expenses, you can also record the payment in the "Expenses" section to keep track of all your financial transactions in one place.
    
5. You can also use FreshBooks to generate and send payment reminders to clients to help ensure that invoices are paid on time.
    
6. If you use FreshBooks for tracking your time and expenses, you can also check the "Time Tracking" option when creating an invoice to automatically populate it with the hours and expenses associated with that client.
    
7. FreshBooks also allows you to create custom invoice templates, this way you can personalize the invoice to your brand and make it more professional looking.
    
8. To keep track of all your invoices, you can filter the invoices by their status (paid, unpaid, etc.) or by specific date ranges.

Top 4 Q&A About This Guide: