Prerequisites
Users need the Jobs > Manage Bills on Stage and Jobs > Manage Invoices on Job permissions
Users need the Finance > Manage Approved Bills and Finance > Manage Approved Invoices
Payment Methods need to be setup to manually receive payments for Invoices and Bills outside of your automated Accounting Software process. For more information on setting up Payment Methods, see: Managing Payment Methods.
Manually receiving payments allows for a log can be kept on your Accounting Software while actual payment is made outside of it.
You can Receive Payments in bulk using Payment Sync.
Receiving Payments
Open the Invoice or Bill in the respective tab of Manage Job.
In the Invoice or Bill summary, select Receive Payments. A New Payment pane will appear
The amount will default to the total outstanding. Edit the amount to match the payment.
The date will default to today's date. Edit the date to match the payment.
Select the Payment Method.
Select the employee who received the payment.
Edit the Payer if required.
(Optional) Add a reference
Select Take Payment to process the payment.
When the invoice is fully paid it will be marked as Paid.
Paid invoices cannot be edited.
Results
You now know how to manually receive payments on bills and invoices.