You can now mark invoices as paid in Ignition even if payment is collected externally to accurately track, manage and report on all your payments using Ignition. For Xero and QuickBooks users, save even more time by letting the automatic sync do the work for you.

When you connect QuickBooks or Xero to your Ignition account, invoices marked as paid in your ledger will also be shown as paid in Ignition. This ensures that the status of invoices in Ignition mirrors their status in your ledger.

To see invoices marked as paid via the connected ledger, navigate to your client's file in Ignition → Invoices tab to view a green banner Invoice marked as paid.

You can also click on the invoice to see more details.

Once an invoice is marked as paid in the ledger:

If you have have a client invoice in Ignition and QuickBooks or Xero with no payment recorded yet and you receive an external payment by check or wire transfer,

Do not mark the invoice as paid directly in Ignition. Doing this updates the invoice to "Paid" only in Ignition and not QuickBooks/Xero.

Instead, record the payment in QuickBooks/Xero. If you have QuickBooks/Xero connected to Ignition, it will automatically sync the invoice status back to Ignition which will mark the invoice as "Paid" in both systems.

If payment is collected outside of Ignition, you can manually mark invoices as paid in Ignition. This ensures that the payment status of the outstanding invoice is accurately reflected in Ignition.

To manually mark an invoice as paid, navigate to your client's file in Ignition → Invoices tab → click the three dots → click Mark as paid.

Next, select the date paid → select Payment method → add a Reference.

Once an invoice is marked manually:

Is the automatic feature available with a MYOB integration?

Currently, no - it is only available for QuickBooks and Xero.

Can I use the manual feature without a connected ledger?

Yes, this feature is available to all accounts.