If you are receiving payments the old fashioned way (checks, cash, bank transfer, etc.), no worries, entering a payment in CloudBooks is easy and painless!
You can manually mark an invoice as “paid” if you:
- Navigate to the “Invoices” tab
- Check the invoice that you want to mark as paid (you can mark multiple invoices at once!)
- Click the “Enter Payment” button at the top of the list of invoices
- Enter the payment amount (or click the “Pay in full” checkbox)
- Choose the method, date, and include any notes you want
- Click “Save” and your invoice will be marked as paid! You’re in the money now