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

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Invoicing category
  4. Click the Invoice # or Title of the Invoice you want to Edit
    1. This will open the Invoice Details pane
  5. Select Record Payment
    1. This will open the Create Payment for Invoice window
  6. Enter the Payment Date and a Memo (optional)
  7. Choose how much Payment you'd like to record
  8. Click Create
HAVE MORE QUESTIONS?

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