You've created an invoice, sent it to your client and you're just waiting for it to be paid?

Instead of having to chase your clients to see if you have received the money, we can now mark your invoice as paid for you automatically.

Simply ask your client to use the invoice number in the payment reference and we will automatically match the payment to the invoice you created in Coconut.

This service is available for:

  • Bank of Scotland

  • Danske

  • First Direct

  • Halifax

  • HSBC

  • HSBC Business

  • Lloyds Bank

  • Marks & Spencer

  • MBNA

  • Monzo

  • Nationwide

  • RBS

  • Santander

  • Starling

  • TSB

If your bank is not listed here, it's because we currently do not receive data with sufficient quality from the banking institution to be able to offer this service for you.

Alternatively, when you receive payment for an invoice, you can mark it as paid in a few taps:

  1. First tap on the invoice from your unpaid invoices list

  2. Tap on the 3 dots in the top right

  3. Tap "Mark as paid"

  4. Select a payment date and method.

This will mark the invoice as paid and send to the paid invoices section in the app.

Please get in touch with our customer support here if you have any questions about this.

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