Changing a Payment Status from Unpaid to Paid

In some cases, a customer might come in to your business to pay in-person rather than using the payment request they received in a text message. If this happens, you can change the status of the request to paid in the Payment Activity table.

To change a payment status:

  1. Go to Payments.
  2. Click Not Paid.Changing_a_1.png

  3. Click the More options menu next to a payment.Changing_a_2.png

  4. Click Mark as Paid.Changing_a_3.png

  5. Provide the date when the payment was paid.
    markAsPaid2.png
  6. Include an internal note to explain why the invoice is being marked as paid.
    markAsPaid3.png
  7. Click Mark paid.
    markAsPaid4.png

The payment’s status will change to “Paid - Outside Podium.”