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

  1. Select a client.
  2. Choose Client > Add Payment.

    The Payment window opens.

  3. 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.
  4. 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.

See also

About payments

Deleting a payment