- Click “Reports”
- Click “Cost Status”
- Click “Add Payment”
- Choose From Payment Schedule, From Invoice, or Manual
- Click “Create Payment”
To log payments in Clear Estimates, head to Reports > Cost Status. This is where you can create / keep track of invoices and receipts for your project. To create a payment, select “Add Payment” from the bottom of the Cost Status page.
You will be asked to select where you want to create the payment from. You can create a payment from your Payment Schedule , from an existing Invoice , or you can create a manual payment.
Once created, you payment record / receipt will be listed in the Cost Status page, along with your existing invoices.
To create a payment record in Clear Estimates, head to Reports > Cost Status:
Next, select “Add Payment“:
Now, choose which type of payment you would like to create. You can choose an item from your payment schedule, a manual payment amount, or from an invoice.
You can use the “select” drop down to choose an existing payment schedule, or an existing invoice:
Next, select “Create Payment“:
You will now see your payment record / receipt listed in your Cost Status page:
You can then edit this receipt by selecting the blue “edit” button on the right side, or remove it using the red X:
If you have created a payment from an existing invoice, that invoice will now be marked as “Paid“:
And that’s it!
We hope this helps!