Once an invoice has been created, you can mark it as paid directly from the Invoices tab. This is useful when a customer pays you outside of Melio. This guide explains how to mark invoices as paid and includes the following sections:
- Marking an invoice as paid
- Editing the payment details after you have marked an invoice as paid
- What if you mark an invoice as paid by mistake?
You cannot mark invoices as paid if they have been canceled or if the customer has already paid them.
Marking an invoice as paid
1- In your Melio dashboard, select Get Paid from the left sidebar.
2- In the Invoices tab, find the invoice you would like to mark as paid.
3- Select the three dots on the right side of the invoice.
4- From the Actions menu pop-up, select Mark as paid.
5- In the new screen, record and add details of the payment you have already received.
6- You can edit the payment details if you wish. Once done, select the Mark as paid button. To cancel this action, select Cancel.
That's it! The invoice has now been marked as paid, and the payment details have been recorded.
Editing the payment details after you have marked an invoice as paid
1- In the Invoices tab, find the invoice you marked as paid and would now like to edit the payment details.
2- Select the three dots on the right side of the invoice.
3- Select View invoice.
4- The Invoice details will now be displayed. Under Invoice Activity, you will see when the invoice was marked as paid.
5- Select Edit payment details.
6- You can now edit the payment details of the invoice you marked as paid.
7- Once done, select the Save button.
That's it! You have successfully edited the payment details of the invoice you previously marked as paid.
If customers try to pay an invoice you have marked as paid, they will see a message informing them that the invoice has been paid, including the payment date.
What if you mark an invoice as paid by mistake?
If you mistakenly mark an invoice as paid, you can reverse this action by following the steps below.
1- In the Invoices tab, find the invoice you marked as paid and would like to reverse.
2- Select the three dots on the right side of the invoice.
3- Select View invoice.
4- The Invoice details will now be displayed. Select the More button.
5- Select Mark as unpaid.
6- In the pop-up message, confirm your action by selecting the Mark as unpaid button.
That's it! Your invoice will now be marked as unpaid.
Only invoices that were manually marked as paid can be manually marked as unpaid. Invoices that were automatically marked as paid when payment was completed cannot be reversed.