Managing Payments
Last updated
Last updated
This feature allows you to track all payments related to a project and its invoices.
1 - Record Payment: Click to open the modal to record payment.
2 - Payment Date: Date of payment received.
3 - Invoice: Specify which invoice the payment refers to.
4 - Payment Type: Select the payment type, such as bank transfer, cash, etc.
5 - Amount: Full amount received.
6 - Comments: Add any relevant comments. Example: Payment received in two parts due to transaction limits.
1 - Payments Table: This table lists all the payments recorded for the project. Each line represents a single payment.
2 - Settlement Feature: This is the settlement feature, used to adjust the balance.
The settlement feature allows you to write off a small amount when the balance is not equal to zero due to some bank fees.
1 - Amount: Enter the amount to be written off (it can be negative).
2 - Comments: Add comments to explain the settlement. Example: Write-off due to bank transfer fees.
1 - Balance Settled: By adding a settlement, the balance has been adjusted to zero.
