Mark a receivables invoice as paid
If your customer sends you a payment outside of J.P. Morgan Digital Banking Cashflow360, you can mark the invoice as paid. To record offline Receivables payments, you must have manage invoice permissions in J.P. Morgan Digital Banking Cashflow360.
Mark invoice as paid with an offline payment
- Select Invoices in the navigation menu
- Select the invoice(s) to mark as paid by checking the box for each
- Select Mark [QTY] as paid
- Enter payment details
- Check Allow Export for each payment if you want them to sync to your accounting system.
- If the payment is already in the accounting system, this should be unchecked
- Select Mark as paid
If you're linked to your customer through the J.P. Morgan Digital Banking Cashflow360 network, we'll also mark this bill as paid in their account, and let them know you marked it as paid.
Cancel an offline payment
- Select Payments In in the navigation menu
- Select the Reference # for the payment you want to cancel
- Select Cancel Payment
ACCOUNT SETUP View all
QuickBooks Desktop View all
Import / Export View all