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--- CLIP 3: Payments & Receipts ---

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as far as payments go, if the client pays one of

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these invoices, it will automatically be moved down into the paid invoices

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section. If you manually get a payment for this, then you can record the payment.

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Let's say that they paid a $2,000 check, put in the date, payment method, the

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notes, image of the check if I want, hit save, save and here we can have an option

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if we want to send out a receipt to the customer. This is going to show them that

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$2,000 was paid and it was applied to the deposit payment, so they have a

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$0 balance. You can also see here when we go back, that this deposit payment is

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now marked as paid under the paid invoices section and we can see that

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payment listed here. This will now just leave the remaining three payments for

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when the job is started, halfway done and completed. Let's say we're ready to start

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send out this project started payment. We can click on it, you can assign the date,

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this could be today or a future date and the terms of how long they have. If

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we're ready to go, we just hit save and preview, send, send this out to the

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customer and they will get a copy of that email. You can now see that this has

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been marked as sent and once the client pays that, it will be moved into paid. If

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the client gives you a check for it, then you would simply just click record

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payment to mark that in the system. So that's going to be the different options

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within invoicing and payments. Please reach out to our team if you guys have

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any questions. Now you can see here that there's a one approved line item.