Managing client receipts and related items

Overview

You can manage client receipts, miscellaneous receipts, credit memos, deposits, and prepayments from the Manage > Client Receipts window.

When you manage client receipts, you can do the following:

• Enter receipts to pay or write off client invoices.
• Create a deposit from a list of all client and miscellaneous receipts not currently associated with a deposit.
• Enter, view, and report by receipt or invoice paid.
• Apply partial payments to an activity type of Labor, Expense, or Consultant.
• Enter receipts to clients or to a project but not apply them to client invoices. These receipts are called prepayments.
• Enter credit memos and apply them to existing open or partially paid client invoices.

Follow a work plan

1. Click Manage > Client Receipts.
2. Apply payment from a client to one or more outstanding invoices.
3. You can also record prepayments or retainers and apply them to invoices at a later date.
4. You can enter credit memos if you are unable to collect the entire amount of the invoice.

Learn the details

These links go to help. To return to this course, click the Back button.

Entering a client receipt

Entering a miscellaneous receipt

Entering a credit memo

Creating a deposit

Applying prepayments

Entering a client receipt

Changing a client receipt

Test your knowledge

Quiz: Managing client receipts

Next

Managing client invoices