thread Re: Invoice mark as paid in Payments Troubleshooting

Invoice mark as paid

StephenClose — Sun, 21 Sep 2025 10:47:08 GMT

A customer has paid an invoice by direct bank transfer (outside of Square)

When I try to mark the invoice as "Paid", the changes are not saved. I have looked at the online help, but this is not clear.

Re: Invoice mark as paid

Lou8 — Wed, 03 Jul 2024 10:02:04 GMT

Hi @StephenClose, thanks for posting.

I'd be happy to take a closer look at this, but I would need additional information first. Is this happening for one invoice in particular, or different invoices ? Did you mark the invoice as paid on your Dashboard or on the Invoices app ? If you've tried marking it as paid on the Dashboard, could you try doing it from the app - and vice versa.

To make sure all bases are covered, could you also perform some browser and app troubleshooting steps:

Troubleshoot your app
Troubleshoot your Dashboard

Let me know how you get on.

Re: Invoice mark as paid

StephenClose — Wed, 03 Jul 2024 14:09:58 GMT

@Lou8

I had the problem with this on the Dashboard. There is an option under ... to "Mark Invoice as Paid" but the form was greyed out and could not be saved.

I ended up cancelling the Invoice, to confirm to the customer that their (bank transfer) payment had actually been received.

Re: Invoice mark as paid

Lou8 — Wed, 03 Jul 2024 16:24:58 GMT

Have you had this issue with other invoices as well ? If so would you be able to share a screenshot of the greyed out form.

Did you try marking it as paid on the Invoices app instead of the Dashboard ?

Re: Invoice mark as paid

StephenClose — Fri, 05 Jul 2024 08:48:46 GMT

@Lou8I have not had this problem before, as previous invoices were paid through Square.

I have now created a copy invoice as a dummy and have the same problem in the Dashboard. The More option 'Mark as Paid' just brings up a greyed out form, see belowInvoice Mark as Paid form

Re: Invoice mark as paid

Breffni — Fri, 05 Jul 2024 09:43:58 GMT

Thanks for letting us know @StephenClose - could you send me these invoice numbers - feel free to send a private message.

I just tested on my end and didn't run into this problem.

Can you confirm also which browser you are using and which payment method you are selecting? I assume 'Other' but just to be sure. Thanks.

Re: Invoice mark as paid

StephenClose — Fri, 05 Jul 2024 10:55:27 GMT

The cancelled invoice was 000139. The copy invoice is number 000141 and assigned to a dummy customer using my own email address.

I am using Firefox version 115.12 browser for my Dashboard

I am unable to select any payment method, as the form is greyed out. I only have the option to 'Save', which exits the form without applying a change to the invoice. This still shows as 'Unpaid'

Re: Invoice mark as paid

Breffni — Fri, 05 Jul 2024 12:32:49 GMT

Thanks, @StephenClose - it looks like 000141 can be closed on Google Chrome - would you be able to try that?

It looks like it might be a browser issue, specifically with Firefox, I've asked our team to take a look.

Re: Invoice mark as paid

StephenClose — Fri, 05 Jul 2024 14:15:36 GMT

Thanks, @Breffni, I have now set this invoice to 'Paid' using the Chrome browser

Re: Invoice mark as paid

Lou8 — Mon, 08 Jul 2024 09:41:02 GMT

Hi @StephenClose,

thanks for confirming - I'm glad to hear the feature is working as expected on Google Chrome !

It looks like the issue lies with Firefox. Could you try the following troubleshooting steps on this browser:

Make sure that your browser is up-to-date, by searching the Internet for the current version of your browser.
Clear the cache on your browser. Instructions for clearing your cache will vary depending on your browser. Accessing the Help menu on your browser should allow you to locate step-by-step instructions.