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New Payment Entry

The New Payment Entry utility provides a quick way of recording payments you receive from clients. The screen lists all of the invoices associated with a client, enabling you to allocate amounts from different invoices to the payment.

This provides an alternative to dealing with portions of a payment at project level.

Using the Client Payments utility

To use this utility when you receive a payment from a client, carry out the following steps:

1. Click Client Utilities in the left-hand pane's Utilities view.
2. Click Payments in the left-hand pane.
3. Set up a new payment record by specifying details including:
   • The client.
   • A payment number.
   • A reference code.
   • The gross payment amount.
4. The utility automatically lists the client's current unallocated invoices. Using these you can allocate amounts against the gross payment amount.
5. Click Submit.

See also

Client Utilities

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