Payments are records of the funds received from clients and given to experts for their services, and are used to settle Invoices, Purchase orders, and Job Assignments.
To create a payment:
1. Open the Main tab of the Client/Corporate Expert/Freelancer window.
2. Click required record and switch to the Payments tab.
3. Click New button.
(Screenshot shows the Payment tab of the Corporate Expert window)
Invoices can also be created via the Mass Payments function of the Clients: Payments and Freelancers: Payments windows.
Payments can also be created and linked automatically from the Edit Invoice/PO/JA window. To create a payment this way:
1. Open any invoice, PO, or JA that has not been paid yet.
2. In the Edit Invoice/PO/JA window, click the Mark As Paid button.
This will automatically create a payment that completely covers the invoice/PO/JA and link it to the invoice/PO/JA in question.
See also: