How to Log Payments

Log money received so invoices and job profit stay up to date.

Log a payment

1. From the dashboard, click New on Payments, or go to Payments → New.
2. Enter amount, date, and payment method.
3. Select the customer and project.
4. Save.

Log a refund

1. Open the new payment form.
2. Switch to Refund mode.
3. Enter the amount and project, then save.

Tips

• Attach payments to the project whenever possible.
• After payment is logged, you can generate an invoice from the payment if you need a receipt. See invoices.