Invoice payments

Payments can be added to an invoice via the project or invoice maintenance module, however this module allows you to enter payments against outstanding invoices easily.

Getting Started

Setup required before use	Who Can Use It?	Where Is It?
Custom payment types	Project manager Director Administrator System Administrator	Projects > Invoices payments

Setup required before use

Who Can Use It?

Where Is It?

Custom payment types

Project manager

Director

Administrator

System Administrator

Projects > Invoices payments

Tips:

Creating invoices occurs through the Project.
Credits and write offs can be done in Invoice Maintenance.

Make a payment

Locating the invoice

When selecting a project from the Project list, only owing invoices for that project will display in the Invoice list. When selecting an invoice number from the Invoice list, the project details will fill in automatically.

Tip: Amending or deleting Invoice Payments will be tracked in the Project Audit Log. Want to learn more? Project Audit topic

Suggested Reports

Report Category	Report title
Practice	Aged Debtors
	Aged Debtors Summary
	Invoice Payments Add the following columns: Payment Created Date, Payment Created By, Payment Updated Date, Payment Updated By.

Report Category

Report title

Practice

Aged Debtors

Aged Debtors Summary

Invoice Payments

Add the following columns:

Payment Created Date, Payment Created By, Payment Updated Date, Payment Updated By.

Want to learn more?

Looking for more help? Try reviewing the following topics: View Topics

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