How to mark an invoice paid in JobSheet

Before you start

Mark paid in JobSheet means you have received payment and want to track it on the invoice and in Reports. It is not bank reconciliation — your accountant still matches bank feeds in Xero or Sage.

Only sent invoices can be marked paid. Draft invoices should be edited or sent first.

Steps

1. Open Invoices and select the sent invoice.
2. On the invoice detail screen, optionally choose:
   • Payment reference — e.g. bank transfer reference or cheque number
   • Payment method — Bank transfer, Card, Cash, Cheque, or Other
3. Choose Mark paid.
4. JobSheet sets status to paid and records the paid date. The payment reference and method appear on the invoice register CSV export if your bookkeeper downloads it.

Tips

• Money in on Reports uses the paid date for revenue invoices (proforma excluded).
• If you marked an invoice paid by mistake, contact support — paid invoices cannot be edited; your accountant may need a credit note or ledger adjustment depending on what was exported.
• Credit notes are separate documents; marking the original invoice paid does not issue a credit note automatically.

Related guides

• Download accountant reports from JobSheet
• Create an invoice after a job is done
• Issue a credit note
• Reports & activity feature guide