The view of the tab ‘Payments’ is best to use in daily activities in planning and monitoring detailed payment information. After selecting the desired invoice and period, the program will show Revenue and Costs invoices only from the selected period. If you want to see only outstanding payments, check the field ‘Unpaid’. Payments marked in red means that the payment term is due and that your Client or you are late to pay the bills.
To mark that Revenue and Costs has been performed, you only need to check the box next to Revenue or Costs. By pressing the arrow , you will be redirected to the tab of the selected Revenue or Cost.
In Finance-related actions block, which is on the left side of the general finance window, the following actions are possible.
- All above actions that can be seen in the tab ‘Payments’.
- Invoice Registry. This button can only seen in the tab ‘Incomes & Expenses’.
- All payments. After pressing this button, the new window will appear, where you will
be able to see all payments in the system. Payments will be shown in the list view. This view is especially convenient, if you need to enter a lot of payments for the period or correct the data.
- Recalculate. If payments have been entered or corrected, in the tab ‘Payments’, you must press this button, to that data in the excerpt from invoice would be shown correctly.
Revenue-related action buttons will help to you to faster create new Revenue.
Costs-related action buttons will help to you to faster create new Cost.
Revenues are entered in the same tab ‘Payments’. By pressing the arrow , you will be redirected to the detailed revenue view in the list of Revenues.
By pressing the button ‘Back’, you will be returned to the original view of the tab ‘Payments’.
Assigning Payment to Income
By pressing the button , the new window next to the field ‘Income’ will appear, where you will be able to select Income. If you choose more than one Income, only the first Income in the list ‘Selected’ will be added.
Spread Payments to Incomes
By pressing the button , the new window next to the field ‘Payments’ will appear, where you will be able to select Incomes. If you choose more than one Income, all incomes in the list ‘Selected’ will be added. In the list ‘Selected’, you will be able to spread sums to the selected Incomes by indicating the desired sums in the column ‘Assign sum’. Then, press the button ‘Add’, so that payments would be spread through several sales.
NOTE. When spreading Payment through several Incomes, the program will, first of all, assign the sum to the first selected income and change the sum of the existing payment to the sum of Income. The initial sum will be saved in the separate field ‘Spread payments sum’. In this way, you will always have the possibility of checking what the sum was initially. If you are in other Payments, which have also been spread, in the list of Payments pressing the arrow , you will be redirected to the original payment.
Costs are entered in the same tab ‘Payments’. By pressing the arrow , you will be redirected to the detailed cost view in the list of Costs.
By pressing the button ‘Back’, you will be returned to the original view of the tab ‘Payments’.
Assigning Payment to Expense
By pressing the button , the new window next to the field ‘Expense’ will appear, where you will be able to select Expense. If you choose more than one Expense, only the first Expenses in the list ‘Selected’ will be added.
Assigning Payment to Expenses
By pressing the button , the new window next to the field ‘Payments’ will appear, where you will be able to select Expenses. If you choose more than one Expense, all Expenses in the list ‘Selected’ will be added. In the list ‘Selected’, you will be able to spread sums to the selected Expenses by indicating the desired sums in the column ‘Assign sum’. Then, press the button ‘Add’, so that payments would be spread through several purchases.
NOTE. When spreading Payment through several Expenses, the program will, first of all, assign the sum to the first selected Expense and change the sum of the existing payment to the sum of Expense. The initial sum will be saved in the separate field ‘Spread payments sum’. In this way, you will always have the possibility of checking what the sum was initially. If you are in other Payments, which has have also been assigned, then, in the list of Spread payments, by pressing the arrow , you will be redirected in the original payment.
