Payments

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Introduction

A payment is a type of purchase used for buying goods or services with a credit or debit card. This is best suited for small or one-off purchases where a Purchase Order is not necessary.

Adding a Payment

To add a payment:

  1. Navigate to the project you wish to add a payment to
  2. click the ‘Purchases’ tab
  3. click ‘Add Payment’
  4. Fill the form
  5. You are able to have the system automatically analyse the receipt/tax invoice uploaded to pull in information about the supplier, date and line items. To turn this off, uncheck the ‘analyse file’ toggle above the file upload box.
  6. Click save.

Duplicating a Payment

To save time on data entry, duplicate a previous payment and update it with the current invoice by following these steps:

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