Recording payments in Streamtime is a breeze! Whether you're logging a deposit or marking an invoice as paid in full, the process is simple and straightforward. Here's a quick guide on how to get it done:
Head to the Invoices screen. Here, you'll find a list of all the invoices you've created in Streamtime. If you're looking for a specific invoice, you can use the search bar or filter by client.
Once you've located the invoice you need to record a payment for, click on it to open the invoice details.
In the top right corner of the invoice, you'll find the "Record Payment" button. Click it to open the payment form.
In the payment form, you'll need to enter the date of the payment, the amount paid, and if you're connected to Xero, the Xero reference and payment account.
Once you've entered all the details, hit the "Confirm Payment" button. Voila! Your payment has been recorded, and the invoice status will update to reflect the payment.
To view payment history, you can check the history panel on the invoice. This will show you all the payments that have been made on the invoice and their status.
That's it! Recording payments in Streamtime is as easy as pie. Now go forth and conquer those invoices!
💡 We all make mistakes sometimes. Removing a payment under an invoice is as easy as recording it. Head to the payments log within an invoice and use the bin icon to remove payment (s).
**You're unable to remove payments once the invoice has been sent across to an Accounting Platform.