Recording a payment¶
How to mark an invoice paid when the customer paid you directly, by cash, cheque, bank transfer or card.
Only admins can record payments. Payments made through an online pay link are recorded by themselves. See Online payments.
Record a payment in Lupa Dash¶
To record a payment:
- Open the sent invoice in Billing and choose Mark Paid. The Record payment dialog opens.
- Choose how the customer paid: Cash, Check, ACH / bank transfer or Card.
- Choose Mark Paid.
Lupa shows Invoice marked paid with the method you chose. The invoice's status changes to paid, and the payment is recorded on the invoice.
If you choose Mark Paid without picking a method, Lupa shows Choose how the client paid. and keeps the dialog open.
A paid invoice cannot be changed back to unpaid.
If the invoice has an online pay link. Recording the payment in Lupa Dash also records it against the invoice in QuickBooks. The invoice then has nothing left to pay, so the customer cannot pay the link a second time.
If Lupa says QuickBooks is disconnected. The message reads This invoice has a live online payment link and QuickBooks is disconnected. Lupa does not record the payment, because the link would still take money. Contact Lupa to reconnect QuickBooks, then record the payment. See QuickBooks.
If the invoice has turned overdue¶
Mark Paid appears in Lupa Dash only while the invoice is sent. Once an invoice turns overdue, record the payment from the field app instead.
Record a payment on the phone¶
To record a payment in the field app:
- Open the invoice from the Invoices tab.
- Tap Mark Paid. This works on a sent or overdue invoice.
- Confirm Mark this invoice paid?. The message shows the amount being recorded as received in full.
The phone does not ask how the customer paid, so no method is recorded.
If the invoice has an online pay link. Record the payment from Billing in Lupa Dash while the invoice is sent. For an overdue invoice with a pay link, record the payment in QuickBooks as well as on the phone.