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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
samm-crane
Returning Member

How do you mark an invoice as paid in the app, can’t seem to find a button for it?

 
3 REPLIES 3
RhoiceW
QuickBooks Team

How do you mark an invoice as paid in the app, can’t seem to find a button for it?

HI there, Samm. To mark the invoice as paid in your QuickBooks mobile app, you can click the Record payment option on the More tab when viewing the invoice. 

 

Please know that if you'll link the payment to a specific bank account, you'll need to wait for the payment to clear out to your bank then that's the time you can record the payment in QuickBooks Solopreneur.

 

Follow these steps to record the payment:

 

  1. Open your QuickBooks mobile app.
  2. Go to the Invoices section.
  3. Find and tap the invoice you want to update.
  4. On the invoice screen, tap the Record payment option.
  5. Enter the payment details, including the amount, date, and payment method.
  6. Select the bank account where the funds were deposited.
  7. Tap Save or Record.

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If you have more concerns related to QuickBooks, don't hesitate to reply. We're here to help you.

samm-crane
Returning Member

How do you mark an invoice as paid in the app, can’t seem to find a button for it?

On the “more” button in the app I just have: mark as void, share, make copy, get signature and delete, no mark as paid. 
If I login online I can mark it as paid

 

do you have a screen shot of the “more”

button, I am using the uk version if that makes any difference 

Rusimyhr
QuickBooks Team

How do you mark an invoice as paid in the app, can’t seem to find a button for it?

I appreciate the follow-up, Samm.  

 

After thoroughly checking, I noticed that the Record Payment option depends on the iOS version of your device. I found that this option depends on both the iOS version of your device and the QuickBooks app version. On devices running the latest iOS, and with the app updated to its latest version, this option is available. To resolve this, ensure your iOS and QuickBooks apps are both updated to the latest versions to unlock all features.

 

If the Record Payment option still doesn’t appear after updating both, I recommend troubleshooting the app. Here’s how:

 

  1. Go to Settings, then select General.
  2. Tap on iPhone Storage, and choose the QuickBooks Online app.
  3. Select Offload App.

 

This process will free up storage space while keeping your app's documents and data intact. If the issue persists, uninstalling and reinstalling the app can refresh its functionality and resolve any lingering issues.

 

In the meantime, you can use QuickBooks Online through your phone’s web browser, which offers access to the full range of tools and features.

 

Feel free to reply to this post if you need further assistance. The Community space is available 24/7.

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