Marking an invoice as Paid in CROSStrax helps you maintain accurate financial records and ensures that both your accounting and case management data remain up to date. This feature allows users to quickly confirm when a client payment has been received, apply payment details, and update the invoice status for clear visibility across your organization. The following steps will guide you through the process of marking an invoice as paid within CROSStrax.
Log in to your CROSStrax account.
Use your standard login credentials to access the CROSStrax dashboard.
Navigate to the “Invoices” section.
From the left-hand navigation menu, select Cases → Invoices.
You will see a list of all open and historical invoices associated with your cases.
Locate the invoice you want to mark as paid.
Use the search bar or filters (e.g., Client Name, Invoice Number, or Status) to find the correct invoice.
Click on the Invoice Status to open a drop down with the below options:
Open
Paid
Partially Paid
Voided
Cancelled
Then click the check mark to lock it in.
Inside the Billing and Expenses section of a case.
Click on the Invoice tab.
Click on the Invoice Status to open a drop down with the below options:
Open
Paid
Partially Paid
Voided
Cancelled
Then click the check mark to lock it in.
You can click on the value under Payment Date to pull up a Calendar and pick a date you were paid.
Additional Notes
Once an invoice is marked as Paid, it cannot be edited without administrator permissions.
To reverse a payment or correct an error, an administrator can change the status back to Unpaid or create an Adjustment Entry.
Always ensure that payment dates and methods align with your company’s internal accounting records.
