Mark invoices paid externally

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

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How It Works

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Steps

1. Navigate to the invoice overview on the subscription detail page
2. Find the dropdown menu for outstanding invoices and select Mark invoice as paid

3. Optionally add an internal reference, such as a bank-transfer date, bank account, or bookkeeping reference
4. Confirm that you want to mark the invoice as paid

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What Happens Next

Once you confirm the action: Paid Payment Recorded: 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. External Payment Label: An “External payment” label is added to the payment record, making it clear that this payment was processed outside of the Firmhouse platform. Internal Reference: When you add a reference, it appears with the external payment in the Firmhouse Portal. The reference is visible only to your team and is not shown to the customer. This feature enhances transparency and gives you more control over your invoices, ensuring a smooth and efficient workflow when handling payments made through external channels.