Mark an invoice as paid

Invoices are created in the following circumstances:

  • When a subscription reaches its renewal date
  • When an order is placed for an event

Where you support manual payment on subscriptions or orders, unpaid invoices will be created. These need to be manually marked as paid by an administrator. When you receive payment, follow these steps to keep things up to date:

  1. View all unpaid invoices at Reports > Unpaid invoices
  2. Find the invoice you need and use the action menu (…) next to that invoice line to Mark as paid
    (You can also mark invoices as paid from a contact record page, or the invoice page itself)
  3. This will record a payment against the invoice and its status will change to Paid

Marking an invoice as paid that related to a membership subscription is required in order for the subscription to remain valid.

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