Yes, it’s absolutely possible to mark an invoice as paid in Forwardly with QuickBooks Online or Xero. This is handy when your client paid you outside Forwardly, for example, with a check or a direct transfer.
- Find the invoice in your Outstanding Invoices list.
- Click the Actions button in the top right of the invoice details section.
- Select Mark as Paid.
- Choose the payment account. You can select a bank account or select Other.
The invoice will be marked as paid on Forwardly.
| Reminder: If you select Other as the payment account, the payment will sync to your accounting software using a Forwardly Clearing Account. This works well for payments like checks you’ve received but haven’t deposited yet. |