Applying Payments

You've learned how to prepare invoices and how to make any applicable adjustments.  Now you need to learn what to do when you get paid!  Follow the outlined steps below! 

Quick Summary of Step-by-Step Guide: 

1. Click on Mega Menu > Under Financial> Account Receivable
2. Use the Search box to find the Invoice or project
3. Click on Payments
4. Fill in payment information and Save.

In-Depth Step-by-Step Guide: 

1. Access Financial > Account Receivable
   
   To manage payments, go to the Waffle-like button in the upper left corner, under Financial click on Account Receivable.
   
   
   
   
   
2. Use the Search box to find the Invoice or the Project
   
   Enter the specific invoice number associated with the project you want to manage into the search box. You will notice your list of invoices will automatically filter as you type.
   
   
   
3. Click on Payments
   
   Now that you have found the invoice, click directly on the Payments button located on the far right side of the Invoice details, not the arrow. The arrow is used when you need to Rescind the Invoice or change the status from Sent to Unsent.
   
   
   
   
4. Fill in payment information and save
   
   In the payment dialog box enter the date of the payment, a note/memo (optional), select Payment under Type, select the Bank Account you want, and enter the amount. If you need to apply more than one payment for this invoice, fill in the information on the next line. When you are done select Save.
   
   
   

SUCCESS!!! 

• You have now learned how to apply for a payment in SQUAVA!  
• If you have any other questions, browse through our Knowledge Base for other helpful articles. 
• Can't find what you're looking for?  Feel free to give us a call, submit a request ticket, or send us a chat message.