How to Record the Project Actual Payments


Project payments can be recorded in one of the two ways: by issuing the invoices or stages of payment. In this manual, you're going to find out how to record the payments without using the invoices.

Method #1. Recording the payment for planned project payment

Open one of the planned payments in the project and click the Payment button:

A window for creating a payment document opens, in which all data are already filled. If necessary, change the organization and/or the account on which the money was transferred. You will see an automatically generated transaction below, in this transaction, you can specify a name, change the amount, and also split the receipt amount into several transactions.

How to split the payment into several transactions

Method #2. Recording the payment for planned payment in the Finance app

Go to the Finance application > the Money tab and click on the Payment button:

A window for creating a payment document opens. Fill in the fields of the document. Based on the completed data, a transaction will be generated, which you can link to the project or planned payment.

Linking payment to the project planned payment

Method #3. Recording the payment for the project without linking it to the planned payment

This can be done in the Money section. The transaction can be recorded for the project, without linking it to any stage.

In this case, the project payment will be displayed with an empty Plan column:

After that, if necessary, you can link this payment to any planned project payment—to an existing one or create a new one.