How to Mark an Invoice as Paid (Cash or Check)

If a parent pays by cash, check, or any offline method, admins can manually mark an invoice as paid in Onespot. This ensures the payment record is updated and the outstanding balance is cleared in the system. 💵

👣 Step-by-Step Guide

1. Click the ⚡ Lightning Bolt

2. Click “Billing”

3. Find the Member/Invoice

Under Outstanding Payments, locate the invoice for the parent who paid offline.

💡 Tip: Click View More Unpaid Invoices to see all unpaid invoices.

4. Open the Invoice Details

Click on the invoice to expand and view the full details.

Scroll down and select Mark as Paid.

5. Click “Mark as Paid”

A confirmation pop-up will appear asking if you want to mark it as paid or keep it unpaid.

6. Confirm the Payment Status

Click Yes, Mark as Paid to confirm.

7. Verify in Payment History

The invoice will now appear as Paid Manually under Payment History.