
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.
To add a payment
- Select a client.
- Choose Client > Add Payment.
The Payment window opens.
- Enter the appropriate information.
- Enter the amount.
- Select a date to specify when you wish to make the payment.
- Select a method to specify how you wish to make the payment.
- 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 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.