Plan: Available on every plan including trial (Starter).
When money lands — or you agree to close a balance — update the invoice so chasing stops cleanly.
Mark Paid
- Open the invoice.
- Click Mark Paid.
- Enter Amount and Date paid.
- Confirm / record payment.
After save, the invoice should leave active chasing. Sync from accounting can also flip paid when the source system shows paid — still record in PayBlah if you need an immediate stop before the next sync.
Record Settlement
- Click Record Settlement.
- Enter agreed amount, optional written-off amount, who agreed, and reason.
- Save the settlement.
Use settlement when the customer pays less than face value with your approval, or when you write off a remainder. Chasing should not continue on a fully settled invoice.
What this does not do
- These actions are PayBlah register updates — they may not push a full accounting credit note unless your integration says otherwise. Keep Xero/QBO/Sage aligned if that is your system of record.
- They do not send a thank-you email unless a template step is configured for that event.
- They do not replace bank reconciliation.