How to mark a member's invoice as paid (cash, UPI, card)
Member paid the full amount at the desk? Open the invoice, click Mark as paid, choose how they paid and confirm. Here's how to undo it if you made a mistake.
When a member pays the full balance, Mark as paid settles the invoice in one click. For a part payment, use Record payment instead so the balance stays visible.
Step by step
Open the invoice
Go to More › Invoices, click the SENT or OVERDUE chip to find unpaid invoices, and click Open → on the right one.
In the Admin menu, open More, then select Invoices.
Invoice # Issue Date Due Date Total Paid Balance Status Action INV-2026-0141 24 Sep 2026 1 Oct 2026 ₹1,770 ₹0 ₹1,770 SENT Open → INV-2026-0128 10 Sep 2026 17 Sep 2026 ₹7,080 ₹0 ₹7,080 OVERDUE Open → Click Mark as paid
In Mark invoice as paid, you'll see the amount it settles (for example Settles the balance of ₹1,770.). Choose How was it paid?, add a Note (optional) such as the UPI reference, and click Mark as paid.
Check it
The status changes to PAID and the payment appears in the Payments & refunds panel with the amount, method, date and who recorded it.
If something goes wrong
- I marked the wrong invoice as paid
- Open it and click Unmark paid. It returns to its previous unpaid status.
- I only received part of the money
- Don't use Mark as paid — use Record payment and enter the amount received.
Common questions
Does the member get a receipt?
The invoice shows as paid in their account. You can also click Email invoice to send them a copy.
Can I record the payment when I create the invoice?
Yes. Tick Record a payment in Create Invoice and it's done in one go.