Adding a payment
A payment is an amount you receive from a client for the services you offer or products you sell, typically with regards to specific invoices you have sent. It is useful to track your payments to stay up-to-date about your incoming revenue. In Billings, payments are associated to specific invoices you've sent to a client.
To add a payment
- Select a client.
- Choose Client > Add Payment.
The Payment window opens.
- Enter the appropriate information.
- Enter the amount you want to send as a payment.
- Select a date to specify when you wish to make the payment.
- Select a method to specify how you wish to make the payment. You can customize the payment methods or add new ones in the Labels pane of Billings Preferences by clicking the Payment Methods tab.
- If a payment applies to a specific invoice only, select the checkbox to identify the invoice for which the payment is being made.
- Click OK.
When you add a payment for an invoice, the Account view for the client shows the payment. If a full payment is made for the amount charged in the invoice, Billings puts a "Paid" stamp in the invoice. If only a partial payment is made, the invoice says "partial" when viewed in the Account view.