If an invoice payment was completed using a payment method external to Bonsai, these steps can be used to record the payment and mark the invoice as paid.
Marking an invoice as paid
To mark your invoice as paid, simply navigate to the invoice and select the additional options. Click on the 'Record Payment' button, which will prompt you to input the payment details:
On the following screen, input the details of the payment that was completed:
Payment options:
The following two selections are available:
Mark this invoice as fully paid for the outstanding amount - this invoice will be marked as paid for the full invoice amount and no additional client reminders will be sent.
Record a partial payment for this invoice - this invoice will be outstanding for any remaining amount unpaid and client reminders will continue to be sent if enabled.
Payment method:
In this field, you can input which payment method was used to make the invoice payment, including a bank transfer, cash, check or other.
Payment amount:
This field will default to the full amount which is not editable. If a partial payment is being recorded, the amount can be input into this field.
Date paid:
Click on the date to open a calendar tool, where you can input the date of the invoice payment.
Notify client:
Email notification to confirm that the invoice was marked as completed. You can also opt to not send the client an email notification.
Message (optional):
If you choose to send your client an email notification of the invoice being marked as paid - this option allows you to input a custom message for your client.
Identifying a paid invoice
Once the details have been inputted, the payment history will now reflect on the invoice.
If the invoice has been paid in full, the following indicators will reflect on your dashboard.
A green Paid stamp will reflect on the invoice.
The invoice's status will reflect as Paid with a green indicator.
Please note that your recorded payment will automatically be included as an income entry on your Income page.
If you have any questions about marking your invoice as paid, get in touch with Bonsai's Support team at support@hellobonsai.com.