This article will explain how easy it is to enter a payment from the Invoice Overview Dashboard. It’s a convenient way to enter a payment without going into the invoice itself.
1. Click INVOICING...OVERVIEW to get to your Invoice Overview Dashboard.
2. Click the MAKE PAYMENT button, located in the top left corner of your screen.
A new window will pop up and you can add your payment details.
3. Select the Client you’d like to enter the payment(s) for. All unpaid invoices for that client will populate. Notice in the image below we selected our client, ABC Studios, and several invoices populated.
Note: When entering a payment you are selecting by client.
4. Enter payment details. After you select a client, be sure to fill out the following fields:
- Select a PAYMENT TYPE
- Add a REFERENCE NUMBER
- Adjust the PAYMENT DATE,if you wish, by clicking into the textbox and selecting a date from the calendar that populates
- Include NOTES about the payment
5. Check the box next to each invoice you’d like to submit. You can adjust the payment amount in the far-right column by typing in the desired amount into the text box.
BigTime automatically calculates the total amount of the invoices you select. This number appears under TOTAL AMOUNT, near the top of your window. For example, based on our invoice selections, the “total amount” for our client, ABC Studios, is $2,500.
Note: You can adjust the number that appears under TOTAL AMOUNT. The number you enter will adjust the amounts under “payment amount” in the invoices you selected.
6. Click SAVE, and you’ll receive a confirmation of your action.
NOTE: BigTime keeps a list of all your invoices that you can make payments on, but once an invoice has been posted to Sage Intacct or QuickBooks, that invoice will no longer appear in this list. To be safe, you can apply payments to individual invoices in BigTime first before syncing them to your accounting system. If you’ve already posted invoices to your accounting system, you can apply payments to them in QuickBooks or Sage Intacct, and then sync them back over to BigTime.
