beautifulgugl.blogg.se - Bill4time client not not on invoice

Once the Payment window is opened, click on the Edit button.If a payment doesn't have a green checkmark next to it, then the payment still has funds left to be applied to Invoices. Click on the payment you wish to edit.The payment will now be added to the client's accounting and applied to the invoices you selected.ĪPPLYING AN EXISTING PAYMENT WITHIN THE CLIENT'S ACCOUNTING When you are done, click the Save button.Repeat Step 4 for as many invoices as desired or until the funds have been fully applied.

By applying payments to Invoices, this will mark and Invoices as Paid in the system.

Place a check the box next to each invoice you wish to apply the payment to.

Enter your Client, Project, Amount, Date, Payment Method, and any notes.

RECIEVE/APPLY NEW PAYMENTS FROM THE ACCOUNTING TAB

Would you prefer to watch a video tutorial on this topic instead? If so, you'll find one linked at the bottom of this article!.

Thankfully, we've made receiving and applying payments faster and easier, by giving users the option to do this from several different places within the system! Please keep reading for more information. The practice of receiving/applying payments to your clients' invoices is crucial to ensuring proper account balances and maintaining correct data in your accounting reports.