Entering Payments for Orders

This will guide you through the 2 ways to enter in payments on orders.

To enter order payments, you can either:

  1. Open an order from the Order view or from within an Item (this is especially convenient when you pay via credit card)
  2. Head to Money Out > Order Payments (allows you to enter multiple payments)

Via Order payment within the order itself

  1. Head to Projects > Orders, filter by order number, and open the order
  2. Click on the Payment tab at the top of the order page
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  3. Enter information
    1. From Account is the Bank or Credit Card Account you are paying from
    2. Use the Check/Ref# to record the check number or another helpful reference number for your records
  4. Create the entry by selecting either Create Check Entries or Post Vendor Payment
    • If this is a check payment you want to print from Studio Designer, click Create Check Entries. This will create a Pending Payment in Money Out that you can print later (Step 7 below)
    • If this is not a check payment you are printing from Studio Designer, click Post Vendor Payment to post the payment to your General Ledger

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Via Money Out: Order payment

  1. Go to Accounting > Money Out
  2. Click on Order Payments

  3. Before you enter your payment, considers these options:
    • Paying by Credit Card
    • Paying with Client Credit Card
    • Order Payment Owner's Draw
    • Order Payment made by an employee
4. Once you fill in all the fields in Section 1 that correspond with the payment you are trying to make, at the bottom in Section 2, add the amount you are paying towards each item in the Amount to Pay field

5. Click Create Entries

6. Head back to the main Money Out screen and use the filters for the entry you just created

7. From here, filter the correct Cash Account in the drop-down menu at the top of the page
  • Add Pay To
  • Ensure the entry is not on Hold
  • Select either Print Checks and then Post Printed or just select Post Manual

Note: If you are using Quickbooks or another accounting software, please go to Quickbooks directly; we do not currently integrate with Quickbooks.