About Payments

A payment is an amount you receive from a client for the services you offer or products you sell, typically with regard to specific invoices you have sent. Tracking payment information helps you to stay updated about incoming revenue. You can add payments in two ways:

Payments generally include the following information:

When you make 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 Pro puts a "Paid" stamp on the invoice. If only a partial payment is made, the invoice says "partial" when viewed in the Account view.

When a client has not paid within the set terms, their icon becomes red in the source list—so you won't forget that the client hasn't paid.

See also

Customizing payment methods

Adding a payment

Deleting a payment