Mark an invoice as paid in GES mobile by tapping Existing Records and Drafts, selecting Invoices, finding your invoice, then tapping Add Payment. Choose your payment method, confirm the amount, and the invoice balance updates automatically.
By the end of this video, you'll know how to record a payment for an invoice using the mobile app. From the home screen, tap Existing Records and Drafts, then select Invoices. To quickly find unpaid invoices, tap the Unpaid filter. You can also use the search bar to find a specific customer, job address, or invoice number. Open the invoice you want to update. Tap Add Payment. Select the payment method, confirm the amount, and adjust the payment date if needed. You can also choose whether the customer should receive an email receipt confirming their payment. Tap Add Payment to save the payment. That's it! The invoice will update automatically and move to the Paid section once the balance reaches zero.
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