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Adding a Payment

You can add full and partial payments to the Payments page of an invoice or payment log. Add payments against expense invoices to expense payment logs. Similarly, add payments against revenue invoices to revenue payment logs.

Whenever you add a payment, Proliance determines the invoice's payment status based on the following criteria:

• If the sum of all payments against the invoice is equal or greater than the invoice's amount, Proliance sets the payment status of the related invoice to "Paid in Full".
• If the sum of all payments against the invoice is less than the invoice's amount, Proliance sets the payment status of the related invoice to "Partially Paid".

The payment status is shown in the Summary section on the Main page of an invoice.

To add a payment

1. Open the Payment Logs register and then select the payment log that you are adding the payment to.
2. —or—
3. Open the Invoices register and then select the invoice that you are adding the payment to.
4. Click the Payments page.
5. Click Edit > Add Row.
6. Proliance adds a blank payment row.
7. If adding the payment to a payment log, in the Invoice Ref column, click the link and select the invoice to which the payment applies.
8. In the Actual Payment Amt column, type the currency amount of the payment.
9. Click Save.

Proliance saves the payment.