How do I apply a payment?

How to add a new payment and apply it:

  1. Click on the Accounting tab
  2. Click on the Receive Payment button
  3. Enter your client, payment method, check number, amount, date and any notes.
  4. Select an invoice number and the amount to apply to that invoice. Click Add.
  5. Repeat for as many invoices as desired.
  6. When you are done, click the Save button.
  7. The payment will now be added to both the client accounting and the invoices you selected.

How to apply an existing payment to a project:

  1. Click on the Invoicing tab.
  2. Click on the desired invoice. If you cannot find it, click on the Find Invoice button and search by invoice number or client.
  3. If the invoice is not finalized, you will need to finalize it before receiving payments. To do so, click on the Finalize button.
  4. Click on the Payments tab.
  5. Then click the Add Payments button.
  6. In the payment pull down menu, choose the payment that was previously added to the system.
  7. Type in the amount of the check you want applied to this invoice. It defaults to the full amount.
  8. Press the Save button.

How to apply an existing payment to client:

  1. Click on the Clients tab.
  2. Click on the desired client. If you don't see your client's name displayed, type the name in the search box and click on the name once it appears.
  3. Click on the client's Accounting tab.
  4. Click on the line item that describes the desired payment. A pop-up window will appear.
  5. Click on the Edit button.
  6. Under Invoice Number, choose the desired invoice.
  7. Type in the amount you want applied to the invoice.
  8. Click the Save button.

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