luckpanda
BuildingFinance module

Payments

The Payments page is being built. Today you record a payment from the invoice itself in Sales; this page will list every payment and how it was applied.

Payments is being built. The list below describes what it will do; anything that already works is said plainly above. Tools marked Live work today.

What payments will do

  • Will list every payment received, with client, amount, currency and reference.
  • Will apply one payment across several invoices, oldest first or as you choose.
  • Will record bank fees and tax withheld by the client.
  • Will keep overpayments as an advance for later invoices.

Questions

Can I record payments today?

Yes, on the invoice in Sales. A full or part payment updates the invoice status and posts to your books.

Can an agent record a payment?

No. Recording payments stays with a person.

Keep everything you make

Sign in with your email and your drafts become documents in your own business, with clients, payments and books alongside.