Documentation

Mark the invoice paid the moment money lands.

Mark paid is the stop condition that makes the reminder system trustworthy. As soon as payment is confirmed, the invoice should leave the active chase flow.

Steps

How to handle mark paid in ChaseNow

Open the invoice from the board or invoice detail page.

Use the mark-paid action and confirm it.

Verify that the invoice moves into the collected bucket.

Check that no future reminder remains queued for that invoice.

Close the loop

One confirmation ends the chase

Mark paid from invoice detail or board controls
Collected state updates immediately
Event history remains intact
The value here is not just reporting. It is preventing unnecessary reminders after payment has already happened.

Notes

Operational notes

Mark paid is especially important when payments happen by bank transfer or external links.

The event log should still preserve what was sent before payment was received.

Collected invoices should remain available for historical reporting.

FAQ

Does payment have to happen inside ChaseNow?

No. Owners can mark invoices paid when payment happens through their own bank or external payment method.

What happens to future reminders?

They should stop immediately once the invoice is marked paid.

Related pages

Next step

Use the docs, then put the workflow to work.

The goal of the documentation is not to describe software in the abstract. It is to help you get an invoice into ChaseNow and keep the follow-up moving.