Record a payment
Mark an invoice paid by e-transfer, cash, cheque or card — and match a pile of e-transfers at once.
- 1
Open the invoice and tap Mark paid…, then how they paid: E-transfer, Cash, Cheque or Card.
- 2
Paid on the spot? After Mark done, tap how they paid right on the job.
- 3
Lots of e-transfers to catch up on? Invoices → Match e-transfers: paste the Interac emails, check the matches, approve.
- 4
Marked by mistake? Unmark paid on the invoice.
Invoices → Unpaid is everyone who owes you, and the Chase queue lists who to follow up with.
Still stuck? Email sam@crewdocket.com. The person who built CrewDocket answers.