How to Mark an Invoice as Paid in Docyt

Mark an Invoice as Paid in Docyt when the vendor has already been paid outside the system, ensuring accurate bookkeeping without sending a duplicate payment.

If an invoice has already been paid manually, such as by cash, credit card, bank, or check, you can record that payment in Docyt for accounting accuracy.

Once the invoice is verified and shows Ready to Pay, update its payment status:

Click the dropdown next to the invoice amount → select Mark as Paid.

A list of payment methods will appear. Select the correct method based on how the vendor was paid outside Docyt.

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1. Mark as Paid via Cash

Use this when the vendor was paid in cash.

You’ll see a pop-up asking for the payment date. Enter the date → click Mark as Paid.

The invoice will be recorded as paid via cash.

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1. Mark as Paid via Credit Card

Use this when the invoice was paid with a credit card outside Docyt.

Enter:

• Payment date

• Payment account

Then click Mark as Paid.

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1. Mark as Paid via Manual Check

Use this when a physical check was issued outside Docyt.

You’ll be asked for:

• Payment date

• Payment account

• Check number (last 3 digits as shown in UI)

Enter the details → click Mark as Paid.

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1. Mark as Paid via Bank Account (ACH) / Debit Card

Select Bank Account (ACH) / Debit Card when the vendor was paid directly through a bank.

Enter:

• Payment date

• Payment account

Then click Mark as Paid.

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1. Advanced Settlement

Use Advanced Settlement when someone else paid the vendor on the business’s behalf — for example, an owner.

This moves the liability from Accounts Payable to another internal balance sheet account.

Enter:

• Payment date

• Balance sheet account

• Memo

Click Mark as Paid.

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View Paid Invoices

Go to: Bill Pay → Paid tab to review all invoices recorded as paid and see the method used.

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No money is transferred through Docyt during this process. This step ensures accounting remains correct and invoices do not remain pending.