Mark an invoice as Paid - Tradie Process

Index

• How to mark multiple invoices as Paid
• How to turn on Automatic reconciling of invoices

OurTradie will send an email alert advising you that you should have been paid seven days after the invoice payment due date. You will continue to receive the email alert every seven days until you mark the invoice as paid.

Steps:

1. When you receive the email alert, check that the invoice has been paid into your account

2. Once you have confirmed payment, click on the "Job Details" button.

3. Open the work request to the full view by clicking on the Job Title

4. Click the “Mark as paid” button, located at both the top right and bottom right of the page.

    

   

    

How to mark multiple invoices as Paid

Steps:

1. Log into OurTradie Invoices Approved

    

   

    

2. Tag either one or multiple jobs and click the ‘Mark as paid’ button

    

   

    

3. The invoices will then move from Invoices Waiting status to Invoices Reconciled status.

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How to turn on Automatic reconciling of invoices

You have the option of turning on automatic reconciling which means you will not have to manually mark invoices as paid for them to move to a reconciled status.

Steps:

1. Log into OurTradie click the settings icon select Preferences

   

    

2. Tick the box next to Auto Reconciled

   

    

3. Press Save at the bottom of the screen to save your changes

   

Once a payment has been confirmed by OurProperty, the invoice will automatically change from Invoices Waiting status to Invoices Reconciled status. This will also stop the reminder email alerts.

Note: OurProperty can only confirm and reconcile payments made via the agency trust account. If a direct payment is made by the landlord, tenant, or third party, i.e., an insurance company, you will still need to manually mark the invoice as paid to reconcile the invoice and cease the reminder emails.

Email Invoice OurTradie Support

invoice tradie email e-mail ourtradie support reminders

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