How to Mark an Invoice as Paid for Check or Cash Payments
If you’re using SynkedUP Payments and a customer pays by check or cash instead of credit card, you can manually mark the invoice as paid. This ensures your records stay accurate even when the payment happens outside the platform.
When to Use This
Use this process when:
A customer pays you by check
A customer pays you by cash
The payment was not processed through SynkedUP Payments
Step-by-Step Instructions
Open the Invoice
Navigate to the invoice that was sent to your customer.
Select “Pay Invoice”
On the invoice, click Pay Invoice.
Mark the Invoice as Paid
Choose the option to mark the invoice as paid.
Confirm the payment.
Submit
Click Submit to finalize the payment.
What Happens Next
The invoice is immediately marked as Paid in Full in SynkedUP.
You can then deposit the check or record the cash payment in your accounting software using your normal process.
Summary
For non–credit card payments, simply:
Open the invoice → Pay Invoice → Mark as Paid → Submit
That’s it! Your invoice will be properly closed out in SynkedUP while you handle the actual deposit separately.