Payments

Finance > Payments

The Payments page matches payments received from customers to invoices. For each invoice linked to a payment you can optionally edit the payment Amount received and enter an additional Discount amount. To set an invoice line to Fully Paid, the Amount and Discount must equal the Total. You can also upload attachments to a payment record.

Header Fields

• Client
• Payment Date
• Reference
• Created By
• Payment Type
• Amount
• Memo

Invoice Fields

• Status
• Invoice Number
• Client
• Date
• Due Date
• Total
• Paid
• Due
• Amount
• Discount