If your client paid via an outside payment source like Venmo, Zelle, or PayPayl, or if they paid via cash or check, you'll need to manually mark the inspection as paid. By manually marking it as paid, this tells the system that the inspection is paid in full and does not require any additional payment. This also ensures the report will be unlocked for your client when you publish it!
In this article, we'll show you how to manually mark your inspection as paid.
Marking an Inspection as Paid
Marking an inspection as paid can be done in just a few simple steps. In this section, we'll show you how to mark the inspection as paid in full through the Inspection Details page.
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Click on the inspection to open the Inspection Details page
Click the 3 dots in the "Fees & Payments" box
Click "Edit Fees & Payments"
Click "+Received Payment"
Select the payment type in the left dropdown menu
Enter the amount received
Select the date the payment was received
Enter any internal notes or client-facing notes if needed
Click "Save"
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