- Knowledge Base
- Financials
- Invoicing
Record Payment for Invoices
OBJECTIVE
To Record Payment for an Invoice in ConstructionOnline.
BACKGROUND
ConstructionOnline provides the most powerful cloud-based Estimating in the industry, giving users the ability to manage their Project Financials from Proposal generation through final Invoicing.
THINGS TO CONSIDER
- Company Users assigned to the Project must have permission to be able to create, edit, or delete an Invoice.
STEPS TO RECORD PAYMENT AN INVOICE
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Invoicing category
- Click the Invoice # or Title of the Invoice you want to Edit
- This will open the Invoice Details pane
- Select Record Payment
- This will open the Create Payment for Invoice window
- Enter the Payment Date and a Memo (optional)
- Choose how much Payment you'd like to record
- Click Create
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