Introduction

Not all payments in your subscription business are processed automatically through your Payment Service Provider (PSP). In cases where payments are handled manually—such as invoice-based payments or offline transfers—you can use circuly’s “Mark as Settled” feature to keep your payment records accurate and transparent.

This article explains when to use the feature, what it does, and how to mark a payment as settled from two places within the circuly Hub.

Feature Overview

The Mark as Settled feature allows a circuly user to manually mark a payment or invoice as paid, even if the transaction occurred outside the circuly system (e.g., bank transfer, invoice payment).

Key points:

• It applies to any payment that hasn’t been automatically charged yet.
• It’s especially useful for companies that manage some payments outside of circuly.
• Once marked as settled, the payment is assigned a "Paid" status in the system.
• No actual charge is triggered—the feature is purely administrative for record-keeping.

For payments processed by circuly through your PSP, there's usually no need to mark them manually. These are automatically settled once charged.

Step-by-Step Guide

You can mark a payment as settled from two places in the circuly Hub: the Subscriptions tab and the Recurring Payments tab.

Option 1: From the Subscriptions Tab

• Go to the Subscriptions tab in the circuly Hub.
• From the Subscription List, select the subscription that includes the payment you want to mark as settled.
• Scroll down to the Recurring Payments section.
• Click the three dots ⋯ next to the relevant payment to open the action menu.
• Select Mark as Settled.
• Confirm your action by clicking Mark as settled.

Option 2: From the Recurring Payments Tab

• Navigate to the Recurring Payments tab in the circuly Hub.
• Search for and locate the specific payment you want to mark as settled.
• Click the three dots ⋯ next to the payment.
• Select Mark as Settled from the dropdown.
• Confirm by clicking the MARK AS SETTLED button.

What Happens Next

Once confirmed:

• The payment is marked as Paid in the circuly Hub.
• No actual transaction is initiated—this is for tracking purposes only.
• Your payment records stay clean, even for offline or manually settled invoices.