Allow "Mark as Paid" for documents in Sent/Pending status (no recipient action required)
Description:
Currently, the "Mark as Paid" option in the Payments dashboard is only available when a document is in Waiting for payment status. This requires the recipient to have opened or completed the document first. However, in cases where payment is collected outside of PandaDoc (bank transfer, check, etc.) and the document has no outstanding recipient actions, users have no way to update the payment status without involving the recipient. Request: allow users to manually mark a payment as paid regardless of document status, or at minimum when the document is in Sent/Pending status.
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David Stevens
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