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Mark an invoice paid from a payment email
When a payment-received email arrives (Interac, Stripe, Square, PayPal), TALISK_HQ 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. TALISK_HQ picks one for you when exactly one is open for the amount and, if the email names the sender, the name matches the customer. Names are read as whole words, so money from Walmart is not taken as coming from someone called Art Smith. A different person with the same first name does not count, and accents do not matter.
- Click Mark paid.
TALISK_HQ 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. The payment then appears in the invoice's Payments section and on the client's statement, on the day it arrived.
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.
While a holdback is held on the invoice, the button is refused: one tap can't tell whether the customer sent the held-back amount as well. Release the holdback first, or enter the amount that arrived from the invoice itself.