How do I mark a 3rd party invoice as paid and adjust payment?
Most 3rd party payments are paid by cheque or direct deposit this will show you how to mark those invoices as paid.
- Docnote offers you the option to filter the requests depending on status or your can search by request number.
- Once you find the request that is Pending Payment there, you will click the Mark As Paid button.
- When you select the Mark As Paid button a prompt will pop up asking you if you received full payment or if a price override is needed.
- By selecting price override you will be able to adjust the payment that was received. Then select Confirm.
- By selecting Full Payment Received you are directed to Payment Details where you can enter the cheque number or transaction number is needed.
