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Mark Invoices Paid for External Transactions
Mark Invoices Paid for External Transactions

Easily mark invoices as paid for payments made outside the Firmhouse platform.

Veronika Tolpeeva avatar
Written by Veronika Tolpeeva
Updated over 3 months ago

You can now easily mark invoices as paid directly from the Portal, simplifying the management of payments made outside the Firmhouse platform.

How It Works:

  1. Find the New Menu Option: In the invoice overview on the subscriptions detail page, you'll see a new dropdown option for outstanding invoices. This allows you to quickly mark an invoice as paid.

  2. Confirm the Action: Before marking an invoice as paid, you'll be asked to confirm to ensure the action is intentional.

  3. What Happens Next?

    • Paid Payment Recorded: Once confirmed, a "Paid" payment record is automatically generated, and the invoice is immediately marked as paid. This clearly reflects that the payment was made outside of Firmhouse.

    • Labeling: An "External payment" label will be added to the payment record, making it clear that this payment was processed outside of the Firmhouse platform.

This feature enhances transparency and gives you more control over your invoices, ensuring a smooth and efficient workflow. Enjoy the new streamlined process!

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