How to mark an invoice as paid

When a firm pays you by cheque or bank transfer outside Scale, the invoice stays showing as unpaid until you tell it otherwise. Marking it paid clears the red status, stops the payment reminders, and closes the invoice in Stripe.

Before you begin

An invoice has to exist. On a row that shows an amount but has never had an invoice generated, the menu item is there but disabled, with a tooltip saying the invoice must be created first.

1Find the row

Either on the case page under Finances, or in Billing for all your cases at once.

2Mark it paid

Click the three-dot menu at the end of the row and choose Paid Manually.

The row turns green and reads Manually Paid. The payment date is stamped with today's date.

What happens in Stripe

The invoice on your Stripe account is closed as paid out of band. That's Stripe's own way of recording "settled outside Stripe", and it's what stops Stripe chasing the customer.

If a party pays through the invoice instead

You don't have to do anything. Stripe tells Scale, and the row flips to Paid by Stripe on its own.

What's next

• The party's payment dot on the case turns green
• Payment reminders for that party stop
• Analytics