Articles on: X-DOC

How to Mark a Requested Payment as Paid in X-DOC?

Overview:


This article explains how to mark a requested payment as paid in X-DOC. Users can update the payment status once they have received the payment from the client. This helps keep the payment records and payment schedule up to date.


Method 1: From Proposal


  • Navigate to the X-DOC Dashboard. Open the accepted proposal for which you want to update the payment status.



  • Navigate to the Payment schedule section.




  • Locate the payment request that you want to mark as paid. Select the Mark as Paid option.



  • Enter the required details. You can also add a note if needed. If you would like to notify the client that the payment has been received, select the Email a Payment Confirmation checkbox and click Mark as Paid.



  • After clicking Mark as Paid, the payment status will be updated to Paid.





    Method 2: From Payment Schedule Section


You can also mark a requested payment as paid directly from the Payment Schedule in X-DOC by following these steps:


  • Navigate to X-DOC and open the Payment Schedule option.



  • You will find all the payment milestones scheduled for the proposal. Locate the milestone that you want to mark as paid.



  • Click the three-dot menu next to the relevant payment milestone and select Mark as Paid.



Note:


  • The Proposal must be in the accepted Stage.
  • A payment request must already have been sent for the milestone, so it's status show sent.




Updated on: 11/09/2026

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