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Marking Invoices Paid

Easily mark invoices paid in the OrbisX CRM and you can even add bulk payments for many invoices at once. You have the option to enter offline payments as well as online payments if you have setup your online payment gateway.

If you have setup the online payments settings you can process credit cards online (even in bulk) and even store cards to customer profiles. If you have a 3rd party payment system like we do at our shop, you can process payments using your terminal and then check them off as paid in the system. This offers you the most flexibility to choose the payment provider that offers you the best rates without being tied to a specific one for your CRM compatibility. For us, we get an extremely low rate for our payment terminals so it makes sense for us to use their machines and then manually mark of payments in the OrbisX system. If you prefer clients to pay in advance you can always setup the online payment gateway in OrbisX and process them online.

Learn more about marking invoices paid in the following video: