Tracking which signings you've been paid for is easy and straightforward, and you can do this for both orders you've received through Snapdocs and orders you've manually added yourself.
To mark an order as paid, a signing status must be added to the order. Once a signing status has been added, the button to mark the order as paid will appear.
There are currently three ways to mark an order as paid.
Note: VendorPay orders do not have an option to Mark as Paid. This is because we mark orders that are processed through VendorPay for you. This happens one day after we have received confirmation that your payment has been successfully deposited into your bank account.
From Your Dashboard
Step 1: Log in to your account. On your dashboard, you should Mark as Paid by each signing that has been completed or has passed.
Step 2: Select Mark as Paid to mark a signing as paid, straight from your dashboard.
Step 3: If the order has successfully been marked as paid, Mark as Paid will turn into a green checkmark.
From the Accounting Page
Step 1: Log in to your account and select Accounting in the left-hand column to access your Accounting page.
Step 2: You should see a list of your outstanding payments at the top of the page and a list of your received payments towards the bottom of the page. To mark a signing as paid, just select Mark as Paid.
Step 3: The order will be moved to your received payments and be marked as paid, with payment received on the date you marked the order as paid. If you'd like to change the date you received payment, just select on the name of the order under the Order column.
From the Order Page
Step 1: From your dashboard, select on the specific order that you'd like to mark as paid. On the left-side, you should see the Payment box, with an option to Mark as Paid.
Step 2: Select Mark as Paid and the Payment box should update to show something similar to the image below.
How to Add a Check Number and Edit or Remove a Payment Status
Step 1: To add a check number or edit or remove the payment status on an order, select on the specific order from your dashboard. Locate the Payment box on the individual order page and click on the pencil icon.
Step 2: Selecting the pencil icon should bring up the following popup, where you can:
- Add a check number
- Change the date you were paid at (the date you received payment)
- Change the status of the payment from being received to mark as not received
Step 3: When you're done making any changes, select Save.
