📘 Why This Matters
Sometimes clients may prefer to make payments outside of Maroo — for example, by cash, check, or another method. To keep your records accurate and ensure your dashboard reflects the correct invoice status, you can manually mark those invoices as paid.
This helps you stay organized, maintain clear records for tax season, and avoid confusion about which invoices are still outstanding.
🛠️ How to Mark an Invoice as Paid
There are two simple ways to mark an invoice as paid:
Option 1: From the Invoice List
Identify the invoice in question.
Click on the three dots on the right-hand side.
Choose Mark as Paid from the dropdown menu.
Option 2: From the Invoice Details
Click on the invoice to open it.
Expand the Payment Schedule section.
Click the three dots on the right-hand side of the invoice.
Choose Mark as Paid from the dropdown menu.
📝 Adding Payment Information
Once you mark an invoice as paid, the system will prompt you to add details about how the client made the payment.
Select the payment method your client used (e.g., cash, check, bank transfer).
If none of the listed options apply, choose Other and leave a note for yourself. This note can be especially helpful during tax season when you need to recall how payments were made.
After saving, the invoice status will be updated to Paid, keeping your records consistent. ⬇️
⚠️ Important Notes
Always record the payment method or leave a note to ensure accurate bookkeeping.
Once updated, the invoice status will reflect the change across your dashboard.
📩 Need Help?
If you have questions about marking invoices as paid or need guidance on managing offline payments, our support team is here to assist. Chat with us or reach out via [email protected].