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Mark an invoice paid from a payment email
When a payment-received email arrives (Interac, Stripe, Square, PayPal), Talisk offers a one-tap way to close the matching invoice:
- Open the email in Mail.
- A 💰 Payment received banner appears with Mark invoice … fully paid. If several invoices could match, pick the right one from the dropdown.
- Click Mark paid.
Talisk records the payment for the invoice's full remaining balance, dated to the day the email arrived, and the banner confirms ✓ Invoice marked paid. Nothing is recorded until you tap the button.
If the banner says to switch books, the payment belongs to another book: change to that book and reopen the email to record it there.
Good to know: It marks the invoice's full remaining balance paid, dated to the email: it
can't record a partial payment. If the payment email belongs to a different
book than the one you're in, the banner shows no button and asks you to switch
books first.