InvoiceKaroInvoiceKaro
Launch

Getting Paid

Recording Payments

Because UPI and bank transfers don't auto-confirm, you mark invoices paid yourself — one at a time or in bulk — and that status flows through to your dashboard and Payments tab.

UPI and bank transfers go directly to your account, which is great for fees — but it means there's no automatic confirmation back to InvoiceKaro. So when money arrives, you mark the invoice paid. It takes a second and keeps your whole dashboard accurate.

Note
This is the trade-off of zero gateway fees: because InvoiceKaro never sits between you and your customer's money, it can't see the UPI/bank credit land. You confirm it once you've received it.

Mark a single invoice paid

  1. 1Open the Invoices tab and find the invoice the customer paid.
  2. 2Mark it as Paid.
  3. 3The invoice's status updates immediately across your account.
Tip
Match the payment to the invoice using the exact amount — pay pages and QR codes are pre-filled with the precise total, so the figure your customer paid should line up cleanly.

Mark several at once

Collected a few payments together — say after a day of bank transfers? You can update multiple invoices to paid in bulk from the invoices list, so you don't have to open each one.

Where paid status flows

Marking an invoice paid isn't just a label — it updates everything that depends on it:

  • Dashboard — the Paid, Pending and Overdue KPI cards, the revenue chart and the status donut all refresh. See the dashboard.
  • Payments tab — Total Collected and Pending Collection update, and the payment appears under Recent Payments.
  • Reminders — a paid invoice drops out of your overdue list, so reminders stop chasing it.
Tip
From the Payments tab you can also bulk-send customer reminders for what's still pending, and export a payment report to Excel for your records or accountant.

For milestone and project work

If you bill in milestones, the Collect module adds proof, client approval and an Evidence Pack on top of getting paid — useful when a client disputes whether work was delivered. See Collect: get paid with proof.