Marking an appointment or invoice as paid
Paid status helps your workflow, but it should match the money you actually received.
Quick answer
- Only mark something as paid when payment has actually been received or confirmed.
- Use the correct payment method where available, such as cash, card, bank transfer, or other.
- Reconcile against bank or card records later if you use Offlico for bookkeeping support.
Related articles
- Creating an invoice
Create invoices from the appointment or invoice area when you are ready to charge.
- Payment methods
Use payment methods to keep reporting and reconciliation clearer.
- What paid status does not do
Paid status is a record in Offlico, not automatic proof that money cleared.
Still stuck? Contact support and we’ll help you sort it out.