How can my customer mark an invoice as paid?

Topic

There is an Invoice Setting that automatically adds a payment to an invoice, when the customer responds to an invoice saying they have already paid. This feature is optional and can be turned on/off. 

Instructions

1. Head to Settings
2. Invoices
3. Scroll down to Payment Reminders
4. Toggle off Mark invoices as paid when customer notifies of payment

If you toggle this setting off, customers will still be able to respond saying they have paid, the invoice just won't be automatically updated to Paid.

You should still receive an email to notify you, as well as a note in the Invoice's Activity Log. 

Who is notified, and where to find these invoices

The email goes to the team member who sent the invoice to the customer. If someone else sent it, check their inbox. Since there’s no in-app notification, the invoice’s Activity Log is the best place to check. To see which invoices your customers have said they have already paid:

1. Head to Invoices and filter to Paid, sorted by the most recent
2. Open an invoice and look at its Activity Log — invoices your customer has responded to show an Invoice paid entry, along with any message they left
3. Check the payment on the invoice — payments added this way use the payment method Unknown, so they are easy to tell apart from payments your team has entered

Additional Information

Check out Adding Payments to Invoices for more information on adding payments to invoices in Tradify, and working with your accounting system.