Keeping a detailed record of payments is critical for any business. It helps you track the payments received & future receivables, and also helps you in accounting & reporting. The “Mark Paid” feature helps you do that quickly and efficiently.
To record a payment received, go to your invoice dashboard > and click on “Mark Paid”
When you click on "Mark Paid", you will see the following modal open up.
As you can see above, you can add various details like TDS, Payment date, Methods of payment, and additional notes like payment reference number, etc.
In the payment method field, you can select from the multiple payment options in the drop-down menu as shown below.
If you also want to notify the client about the payment received, you can do that by marking the below-given check box.
Collecting testimonials from your clients is very hard, right? Not anymore. Once you receive a payment and mark it paid, you can also collect testimonials from your clients automatically.
If you mark this checkbox, Refrens will automatically send an email to the client to collect a testimonial on your behalf.
You can keep track of the payment made by the clients against an invoice by going to invoice > invoice payment records.
Also, in case you have mistakenly marked an invoice paid, you can remove the payment details from invoice > more > remove payment
