Note: As of today, you can not edit or customize invoices within Allison. This is a capability that our team has on our roadmap. We'll keep you posted on updates!
Welcome! In this video, you’ll learn how to mark invoices as paid or Charge a Card within Allison — an important step in keeping your bookkeeping, customer records, and cash flow accurate.
In this video walkthrough, you’ll see:
How to locate an unpaid invoice
How to mark it as paid (whether by credit card, cash, Venmo, etc.)
How that action updates your customer’s record, balance, and outstanding revenue
What changes to expect in your reports or dashboard
Why This Matters
Marking invoices as paid keeps your accounting clean, helps you track what’s outstanding, and ensures that your dashboard and reports reflect real revenue. It also helps in customer communication, so you always know who still owes what.
Steps You’ll Be Able to Do After Watching
Find unpaid invoices easily
Mark payments received (via various methods) right inside Allison
Update customer payment status
See the changes reflected in reports and balances
Need to Nudge a Customer?
If a customer hasn’t paid:
Click “Send Invoice Again” (if an email or phone number is on file)
Or click “Copy Customer Link” to send them the invoice manually
They’ll be able to view their invoice online and complete the payment.