How do I record payment for an invoice?

updated

January 23, 2020

Between automatic payment syncing with QuickBooks and manually logging, CoConstruct gives you an quick and convenient way to keep track of payments that were made against an invoice.

If you are linked with QuickBooks

If you have connected your account with QuickBooks and enabled the option to pull client payments, payments will be automatically syhced into CoConstruct from the payments that you enter in QuickBooks.

You will not have the option to post manual payments against the invoice, since everything will be syncing from your accounting system.

Once the invoice is marked as "Paid" in QuickBooks, CoConstruct will update to show that it is paid as well. Note that you will still have the option to mark invoices as "paid" or "unpaid" in CoConstruct.

If you are not linked with QuickBooks

You can manually record payments against your invoices if you are not linked with QuickBooks.

  1. Click to open the invoice
  2. Scroll down to the bottom and select "Add" to record a new payment from your client along with an optional note.

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These payments will show up in the Invoices List and on the Financials Summary.

Unpaid invoices

If an invoice has not been fully paid when the due date passes, the invoice will be marked overdue.

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