Mark Invoices as Paid Manually

Summary: This article explains how to mark invoices that have been paid outside of Centime as paid in Centime.

Payables Permissions: Schedule payments and manage the AP workflow (recall, mark paid, post)

Article Contains:

• Overview
• Mark Invoices as Paid

Overview

Invoices that are paid outside of Centime can be marked as paid in Centime. The 'Paid' status will then sync over to your accounting system and close out the bill in your General Ledger. This becomes important when utilizing manual payment methods outside Centime and your accounting system such as a physical check, PayPal, Venmo, cash, etc. Manual payment methods can be added in global Payment Settings using the "Other" section and adding the payment type.

Alternatively, if you already marked the invoice as paid in your General Ledger, that status will reflect in Centime and those invoices will move over to the Paid tab and indicate that they were paid in the General Ledger.

Mark Invoices as Paid

Users can navigate to the 'Mark Paid' action from the Unpaid invoices tab.

Invoices with the status 'Ready to pay', 'User action needed', and 'Rejected' are available to be marked as paid.

Users can select the desired invoices, modify the payment amount, apply available credits or discounts, change the payment method, and modify the payment date.

For payment methods, users can select all manual payment methods that exist outside of Centime (anything except ACH, Check, and CentimeCard).

Once the selection is confirmed, the invoices are marked as paid and will post to the General Ledger.