Note: The target in the Linked with... tab depends on whether the payment was created in the Payments tab of the Client, Corporate Expert, or Freelancer windows.
Any invoice, PO or JA in Projetex will be always shown as outstanding unless it is linked with proper payment, that completely covers this invoice, PO, or JA amount.
To create a link between a payment and an invoice/PO/JA:
1. Open the required Payment record and switch to the Linked with... tab
Note: The target in the Linked with... tab depends on whether the payment was created in the Payments tab of the Client, Corporate Expert, or Freelancer windows.
2. Click the New link button and select the invoice/PO/JA to create a link with
3. Click OK twice to complete linking
Note: A new link will automatically cover as much of the invoice/PO/JA amount as possible. To change the linked amount select the link and click Edit.
See also: