To be able to mark an invoice as paid, you first need to set up the relevant payment accounts from the Integration page. You can then select that account from the invoice.
📎NOTE: You need to be the billing account owner to be able to access the Integrate page.
How to set up the payment accounts
Integrate your company with accounting software and make sure all your data is correctly synced.
On the Integrate page, under Payment Account, click Add Payment Account.
Select the accounts you want to make available for payment in AutoEntry from the drop-down menu.
Common Issues
Account not showing in the Integration page
If the account is not showing in the Payment Account list in the Integration page, check the following:
Check the drop down
Make sure to click "Select another Account" to see all the accounts available within the list.
Data-Resync
If the expected account is not showing in the list, make sure the account is available in your accounting software, then try and Re-Sync your data into AutoEntry.
No codes assigned (Xero)
If you're integrated with Xero, make sure you have assigned a code to your accounts in your Chart of Accounts. If you don't have a code, they won't sync into AutoEntry. Once you've added a code in Xero, re-sync your data.
Account not showing in the invoice
Once the account is set up from the integration page, you first need to mark the invoice as paid before you can see and select the account from the invoice.