Invoicing module
In this module, you can manage incoming and outgoing financial documents, such as invoices, payments, and credit notes.
Client Invoices tab
In this tab, you can browse, add, open, and manage available invoices. By default, you see the list of all invoices, with several filters on top of the table and information about clients, tasks value, net total and unpaid amounts, invoice and payment statuses in columns. You can select another view or create a new one by clicking on the View drop-down menu
To learn more about views, see the Smart views article.
Views with pre-sorted invoices (Invoices to be paid, Not ready, Overdue, Ready pro forma) are available in the View drop-down menu.
Hover over the headers of the payment and value-related columns and click the icon to open the Column Sum pop-up window. Here you can check the value of all entities listed in this view in different currencies and in the base system currency.
Manage invoices
To open an invoice, click on its line in the list. To open an invoice in edit mode, click the icon in the last column.
To preview or download an invoice, click the icon in the last column.
To download the list of invoices in a CSV file, click the Export button.
If you select one or several checkboxes in the left column, additional buttons appear on top of the list of invoices.
Click the Download button to open an invoice in PDF format or download several invoices in a ZIP file.
Click the Duplicate button to create another invoice with the same details except for tasks, tasks value, and dates.
Click the Send Reminders button to send e-mails about unpaid invoices. The content of the reminder is defined by the template selected in Configuration menu > Templates > Notifications > Templates tab for the E-mail/Text Message to Client: When client is reminded about a delayed payment. For more information about the notification templates, see the Templates - Notifications - Templates tab article.
Click the Mark as Fully Paid button to change the payment status of the selected invoices. The Mark as Fully Paid pop-up window appears.
Select the Payment Method.
Enter the Payment Date.
Click the Save button.
(For invoices in Not Ready status) Click the Delete button to delete the selected invoice.
(For invoices in Ready or Sent statuses) Click the Issue a Credit Note button to make corrections to the already issued invoice. To learn how to create a credit note, see the Add a credit note section below.
Add a client invoice
Select the right type of invoice you want to create from the Add Task-based Client Invoice or Add Task-based Client Pro Forma Invoice drop-down menu. You can also add a task-based invoice by clicking the Client Invoice button in the drop-down menu in the top menu bar.
For task-based invoices:
The Select Tasks to Add Client (Pro Forma) Invoice pop-up window appears. Select one or several uninvoiced tasks from the list and click the Add Invoice button.
Note: When you select several tasks for one client, a single invoice will be created. When you select tasks for different clients, a separate invoice for each client will be created.For prepayment-based invoices:
The Select Prepayments to Add Client (Pro Forma) Invoice pop-up window appears. Select one or several prepayments and click the Add Invoice button.For empty invoices:
You will be directed to the Add Client Invoice page.In the Client section, click the Select button and select a client’s price profile in a pop-up window.
Select the Currency from the drop-down list.
Select the Payment Terms from the drop-down list.
Click the Save button.
If you have selected tasks or prepayments for one client, you will be directed to the new Client Invoice page (see the section below). Otherwise, you will be directed to the Client Invoices tab, where you can locate the newly created invoices and open them to edit further.
Client Invoice page
Main Data tab
In this tab, you can add, check, or change the most important invoice details.
In the Type section, you can check the type of the current invoice: Invoice, Credit Note, or Pro Forma Invoice. In this section, additional buttons may appear:
Change to Invoice button for pro forma invoices.
Send by E-mail and Edit and Send buttons for invoices with Ready and Sent statuses. To send the invoice without previewing, click the Send by E-mail button. To edit the e-mail sent to the client along with the invoice, click the Edit and Send button.
Issue a Credit Note button for invoices with Ready and Sent statuses (see the Add a credit note section below)
In the Invoice Status section, you can switch the statuses between Not Ready - Ready - Sent. For Sent invoices, the sending date and time appear in the Sent On additional section.
Note: Switching statuses for Sent invoices and credit notes may be forbidden in the Configuration menu > Clients and Vendors > Client Settings > Invoicing tab.In the Payment Terms section, you can select specific terms for this invoice from the drop-down list. To learn more about adding payment terms, see the Clients and Vendors - Client Settings - Payment Terms article.
To edit the selected terms, click the Edit button. The Edit Payment Terms pop-up window appears.In the Receivables section, you can plan the payments for this invoice. Click the icon to edit an available payment. Click the Add button to add a new payment. In both cases, the Edit Receivable pop-up window appears.
Select the Payment Plan. To learn how to add or edit payment plans, see the System Values: Basic - Payment Plans article.
In the Amount section, decide whether you want to set a Specific Value or a Percent of Invoice Total and provide the desired numbers.
In the Due Date section, set the final date for this payment.
Click the Apply button.
In the Description section, you can check or edit the text that will appear in the Payment terms field on the actual invoice. To provide a custom description, uncheck the Automatically Generate Description box and enter your description in the field.
Note: The description expression used in the invoice document depends on both the payment terms and the invoice template language. If you have invoice templates for different languages, make sure you add the corresponding localized description expressions to the payment terms (see the Clients and Vendors - Client Settings - Add payment terms article.
For example, if you plan to create invoices in Polish in addition to the default English invoices, you need to:Activate the Polish language for the invoice template (HTML-based) or create a separate Polish template (File-based). For more information, see the Templates - Document Templates - Add a document template article).
Add a localized description expression for the client’s payment terms. For more information, see the Clients and Vendors - Client Settings - Add payment terms article.
While creating a new invoice, select the desired terms in the Payment Terms section (see Step 3 above) and the Polish template in the Invoice Template section (see Step 16 below). Note: If you are using HTML-based templates, the language of the template will be selected automatically, based on the Preferred Language for E-mails selected in the Client profile > Main Data tab > Templates subtab.
Click the Apply button.
Note: The payment due date and description set in this pop-up will appear on the Client Invoice page in the Payment Due Date and Description section, respectively.
In the Date field, you can set the invoice creation date that will appear on the actual invoice.
(For Ready and Sent invoices) In the Invoice Number section, you can check the invoice number assigned by the system.
Note: The invoice number is always assigned automatically, according to the scheme selected from the Numbering Scheme drop-down list.From the Numbering Scheme drop-down list, select how this specific invoice's number should be determined. To learn more about numbering schemes, see the Templates - Numbering Schemes article.
_________________________________________________________________________________________________________________________________________In the Currency section, you can change the default currency. Click the Change button and select the desired currency from the drop-down list.
Warning: Changing invoice currency will result in recalculating of all invoice items and paid values according to the currency rates set in the system. The payment method will be updated to match the selected currency.From the Payment Method drop-down list, you can select how the client should pay you (i.e., your bank account details). If you can’t find the correct method in the list, click the Add button to create a new method (see the System Values: Basic - Payment Methods article)
In the Task Value section, you can check the amount of all tasks included in this invoice.
In the Net Total section, you can check the amount of all invoice items before the consumption tax is applied.
For example, you have two tasks: Task 1 and Task 2. The value of Task 1 is $200, and the value of Task 2 is $100. You decide to invoice both tasks as one item: Tasks Item. The value of the Tasks Item is $300. You also have a charge which is not task-related, so you create another item for this invoice: Non-Task Item. The value of the Non-Task Item is $200. The Net Total for this invoice is $500.In the Task Calculation Rule section, you can change how the taxes are calculated for this invoice. Click the Change button and select the desired rule with the radio button.
In the Gross Total section, you can check the amount of all items with the consumption tax applied.
For example, an invoice has two items. Item 1 has a charge of $200 and a VAT rate of 20%. Item 2 has a charge of $100 and a VAT Rate of $10. The Net Total is $300. In the Tax Calculation Rule section, you select “Sum Tax Values of Particular Items”. The tax sum of both items - $50 - is added to the net total. Therefore, the Gross Total is $350.In the Gross Total in Words section, you can check how the gross total amount is displayed in words.
In the Credit Note section, you can check if a credit note was issued for this invoice.
If there is a related credit note in the Not Ready status, the Number not assigned link to this credit note page appears.
If there is a related credit note in the Ready or Sent status, its number appears in this section. Click the number to take a shortcut to the original invoice page.
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From the Invoice Signatory drop-down list, you can select the sender of the invoice among the Home Portal users.
From the Invoice Template drop-down list, you can select the desired template for this invoice. To learn how to add document templates, see the Templates - Document Templates article. To preview the invoice, click the Download Invoice link.
In the Categories section, you can assign a custom label to this invoice. To learn more about categories, see the System Values: Advanced - Categories article.
In the Tasks tab, you can manage the tasks included in this invoice.
To delete a task from the invoice, click the icon in the tasks table.
To open a task, click on its line in the table.
To add a task to the invoice, click the Add button. The Add Task pop-up window appears with the list of uninvoiced closed tasks for this client.
Use the filters on the left to narrow down the search.
Check the desired tasks' boxes in the left-hand column.
Click the Add Selected button.
In the Items tab, you can manage the items included in this invoice.
To add an item that is not task-related, click the Add button. The New Item pop-up window appears. Provide the item’s Name, Quantity, and Rate. You can also provide the Unit, Discount / Surcharge, or Tax Rate. Click the Save button.
To add task-related items to the invoice, click one of the buttons at the bottom of the page:
Add one item for all tasks - a single item that sums the values of all tasks will appear on the invoice.
Add an item for each task - each task will be a separate invoice item.
Add an item for each task receivable - each task receivable will be a separate invoice item.
To edit an item, click the icon in the items table.
To delete an item from the invoice, click the icon in the items table.
Client Data tab
In this tab, you can check the client’s data that appears on the invoice.
Click the link in the Client section to open an Info Card pop-up window with the main details from the client’s profile.
Click the Show Client Profile link to take a shortcut to the client’s profile page.
Click the Refresh Client Data button to ensure all the client's profile changes will be reflected in the invoice.
From the Payment Method drop-down list, you can select the client’s way of paying for this invoice (i.e., the client’s bank account details). To learn how to add a new client’s payment method, see the Clients module - Client profile - Main Data tab - Invoicing subtab article.
In the Send Invoice to section, you can select to whom the invoice will be sent. You can add a new contact person by clicking the Add Contact Person button and providing the necessary details.
Note: If you leave the Unspecified option, the invoice will be sent to the client’s main e-mail address.In the Send CC to section, you can select a client’s contact person who will receive a copy of the e-mail with an invoice attached.
Payments tab
In this tab, you can check this invoice’s payment details and history and add oir edit the information about payments.
In the Receivable Total, Currency, and Payment Due Date sections, you can check the main details of this invoice. You can change those details for Not Ready invoices in the Main Data tab.
In the Payment Status, you can check if this invoice is Unpaid, Partially Paid, Fully Paid, or Irrecoverable.
In the Amount Paid and Unpaid Amount sections, you can monitor the paid and unpaid amounts.
Click the Mark as Irrecoverable button in the Unpaid Amount section to identify this amount as a financial loss.
Note: After you click this button, the client will be automatically marked as a permanent non-payer and a corresponding warning will appear on the Add Project page whenever you create a new project for this client. To remove this label, go to this client profile > Main Data tab > Invoicing subtab > Payment Terms subtab and uncheck the Warn PM that Client is Permanent Non-payer box.
In the Expected on our Account section, you can check the estimated date when the funds should appear on your company's account.
Note: You can’t modify this date manually. It is defined by the payment terms set either in (1) Configuration menu > Clients and Vendors > Client Settings > Payment Terms tab or (2) this client profile > Main Data tab > Invoicing subtab > Payment Terms subtab. To learn more about setting payment terms, see the Clients and Vendors - Client settings - Add payment terms article.Click the Send Reminder button to send an e-mail about the unpaid invoice. The content of the reminder is defined by the template selected in Configuration menu > Templates > Notifications > Templates tab for the E-mail/Text Message to Client: When client is reminded about a delayed payment. For more information about the notification templates, see the Templates - Notifications article.
Click the Edit and Send button to edit the reminding e-mail.
To add the information about a new payment, perform the following steps:
In the Amount field, provide the received amount.
In the Paid on field, provide the date of the payment.
Click the Confirm Payment in Part or Confirm Payment in Full, depending on the received amount. The Add Client Payment pop-up window appears. For more information, see the Add a client payment expand in the Client Receivables section below.
In the Payments table, you can edit or delete the assigned payments.
Finance tab
In this tab, you can:
Check the Exchange Rate between the base system currency and the currency used in the client's invoice.
Provide the Date of the exchange rate update in case you have changed it manually in Configuration menu > System Values: Advanced > Currencies.
Check after which action the rate was updated in the Exchange Rate Update When section.
Notes tab
In this tab, you can add notes about the current invoice.
Notes for Client will appear on the invoice.
Payment Note will be visible only to the Home Portal users in the Payment Note column on the invoice-related smart views. The system will automatically record in this field the date of sending the payment reminder or marking the invoice as irrecoverable.
Internal Notes will be visible only to the Home Portal users in the Internal Notes column on the invoice-related smart views.
CRM tab
In this tab, you can create, plan and review CRM-related actions concerning this invoice.
To create new activities, click on the buttons on top of the CRM table. From this tab, you can send an e-mail from scratch or a template, save an e-mail as a template, create a memo, log a call, or plan a task or an event. To learn how to create new CRM activities, see the CRM - Create new activities article.
To find a certain activity or narrow down the CRM list, use the filters on the left. Select the desired filter(s) and then click the Search button.
You can edit the default view of the CRM activities or create a new one. To learn how to do that, see the Classic views article.
Messages tab
This functionality is deprecated. To check the invoice-related messages, go to the CRM tab.
Add a credit note
To add a credit note, check the box for a Sent invoice in the Client Invoices tab and click the Issue a Credit Note button that appears on top of the invoices table.
OR
Open a Sent invoice in edit mode and click the Issue a Credit Note button in the Type section.The Issue a Credit Note pop-up window appears.
From the Reason for Correction drop-down list, select the reason for issuing a credit note:
Discount
Mistake
Return
Other
To learn how to add reasons for correction, see the System Values: Advanced - Reasons For Correction article.
Select the type of correction:
Change Quantity of all Invoice Items to 0 for a full refund.
(Optional) Check the Unlock Tasks to use on new invoice box so you can invoice the task again.Change Rate of Invoice Items by % of their value for a partial refund.
Provide the percentages of the discount or surcharge.
(Optional) Check the Update also rate of all Task Receivables box to apply the percentage change to the task receivables.Change manually to create a fully editable credit note without pre-defined data.
Click the Proceed button. You will be directed to the newly created credit note page.
Check if the credit note details are correct and provide the necessary changes. For more details, see the Client Invoice page section of this article.
Client Receivables tab
In this tab, you can overview the invoiced receivables. By default, you see the list of all invoiced receivables with several filters on top of the table and information about clients, invoices, amounts, due dates, and payment plans in columns. You can select another view or create a new one by clicking on the View drop-down menu.
To open an invoice for a receivable, click on its line in the list. To open an invoice in edit mode, click the icon in the last column.
To download the list of receivables in a CSV file, click the Export button.
If you select one or several checkboxes in the left column, two additional buttons appear on top of the list of receivables.
Click the Add Payment button to add a payment for one or several receivables for the same client.
Add a client payment
Click the Send Documents button to send to the selected clients their account statements. The Client Account Statement pop-up window appears.
From the Document Template drop-down list, you can select the desired template for the account statement.
To preview or download the account statement, click the icon.
To edit the e-mail sent to the client along with the account statement, click the icon.
Click the Send Selected button to send the documents.
Client Payments tab
In this tab, you can see the list of all client payments. By default, you see the list of all payments with several filters on top of the table and information about clients, received and unassigned amounts, and payment dates in columns. You can select another view or create a new one by clicking on the View drop-down list.
To open a payment, click on its line in the list. To open a payment in edit mode, click the icon in the last column.
To delete a payment, select a checkbox in the left column and click the Delete button that appears on top of the list of payments, or right-click on a payment.
To add a payment, click the Add Payment button on top of the list of payments (see the Add a client payment expand in the Client Receivables tab above).
Vendor Invoices tab
In this tab, you can browse, add, open, and manage available vendor invoices. By default, you see the list of all invoices, with several filters on top of the table and information about invoices, vendors, jobs value, gross total, invoice and payment statuses, and the payment due date in columns. You can select another view or create a new one by clicking on the View drop-down menu.
Manage invoices
To open an invoice, click on its line in the list. To open an invoice in edit mode, click the icon in the last column.
To preview or download an invoice, click the icon in the last column.
To download the list of invoices in a CSV file, click the Export button.
If you select one or several checkboxes in the left column, additional buttons appear on top of the list of tasks.
Click the Send Selected button to send the selected invoices to vendors.
Click the Mark as Fully Paid button to change the payment status of the selected invoices. The Mark as Fully Paid pop-up window appears.
Select the Payment Method.
Enter the Payment Date.
Click the Save button.
Click the Change Status to Bill Received button to change the invoice status of the selected invoices.
(For invoices in Postponed, To be Sent, and Sent statuses) Click the Delete button to delete the selected invoice.
Add a vendor invoice
Select the right type of invoice you want to create from the Add Vendor Invoice drop-down menu. You can also add a job-based invoice by clicking the Vendor Invoice button in the drop-down menu in the top menu bar.
For job-based invoices:
The Select Jobs to Add Vendor Invoice pop-up window appears. Select one or several uninvoiced jobs from the list and click the Add Invoice button.Note: When you select several jobs for one vendor, a single invoice will be created. When you select jobs for different vendors, a separate invoice for each vendor will be created.
For empty invoices:
You will be directed to the Add Vendor Invoice page.Select the Vendor, Currency, and the Payment Terms.
(Optional) Provide the Gross Total and Net Total amounts.
(Optional) Provide the invoice number.
Provide the Invoice Date.
Click the Save button.
If you have selected jobs for one vendor, you will be directed to the new Vendor Invoice page (see the section below). Otherwise, you will be directed to the Vendor Invoices tab, where you can locate the newly created invoices and open them to edit further.
Vendor Invoice page
Main Data tab
In this tab, you can add, check or change the most important invoice details.
In the Internal Number section, you can check the number assigned to this invoice for internal use.
Note: The Internal Number is assigned automatically, according to the scheme set in the Configuration Menu > Templates > Numbering Schemes > Vendor invoice specification numbering scheme.In the Vendor section, you can click the vendor’s name to open an Info Card pop-up window with the main details from the vendor’s profile.
In the Invoice Status section, you can switch between the following statuses:
Postponed - The invoice creation is currently suspended, and you cannot send the invoice to the vendor.
To be Sent - The job specification is finished and needs to be sent to the vendor for confirmation.
Sent - The job specification is finished and was sent to the vendor. You are now waiting for the vendor's response.
Confirmed - The vendor verified the job specification. You can now create an invoice from the confirmed job specification.
Bill Received - The delivered invoice matches the jobs list and total amount and is legitimate.
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In the Invoice No field, you can provide the final invoice number.
In the Invoice Date section, you can check or change the date that will appear on the invoice.
In the Payment Terms section, you can select specific terms for this invoice from the drop-down list. To edit the selected terms, click the Edit button. The Edit Payment Terms pop-up window appears.
In the Receivables section, you can plan the payments for this invoice. Click the icon to edit an available payment. Click the Add button to add a new payment. In both cases, the Edit Receivable pop-up window appears.
Select the Payment Plan. To learn how to add or edit payment plans, see the System Values: Basic - Payment Plans article.
In the Amount section, decide whether you want to set a Specific Value, or a Percent of Invoice Total and provide the desired numbers.
In the Due Date section, set the final date for this payment.
Click the Apply button.
In the Description section, you can check or edit the text that will appear in the Payment terms field on the actual invoice. To provide a custom description, uncheck the Automatically Generate Description box and enter your description in the field.
Click the Apply button.
Note: The payment due date and description from this pop-up will appear on the Vendor Invoice page in the Description section.
From the Payment Method drop-down list, you can select how the vendor will receive the payment. If you can’t find the correct method in the list, click the Add button to create a new method (see the Clients and Vendors - Vendor settings - Payment Terms tab article).
___________________________________________________________________________________________________________________________________________________________In the Tax Calculation Rule section, you can change how the taxes are calculated for this invoice. Click the Change button and select the desired rule with the radio button.
In the Gross Total section, you can check or change the amount of all items with the consumption tax applied. Click the Change button and provide the new amount.
In the Currency section, you can change the default currency. Click the Change button and select the desired currency from the drop-down list.
Warning: Changing invoice currency will result in recalculating of all invoice items and paid values according to the currency rates set in the system.In the Gross Total in Words section, you can check or change how the gross total amount is displayed in words. Click the Change button. The Gross Total in Words pop-up window appears.
To change the Converter Language, select the desired language from the drop-down list.
To display the currency symbol, check the Append Currency Symbol to Amount box.
To manually enter the amount in words, uncheck the Automatically Convert into Words box and provide the desired text in the Gross Total in Words section.
Click the Save button.
In the Net Total section, you can check or change the amount of all invoice items before the consumption tax is applied. Click the Change button and provide the new amount.
_______________________________________________________________________________________________________________________________________________________________In the Jobs Net Total and Jobs Gross Total sections, you can check the net and gross amount of all jobs included in the invoice.
In the Expected Payment Date field, you can check or change the date when your company plans to pay this invoice in full.
Note: The expected payment date is defined by the payment terms set either in (1) Configuration menu > Clients and Vendors > Vendor Settings > Payment Terms tab or (2) this vendor profile > Main Data tab > Invoicing subtab > Payment Terms subtab. To learn more about setting payment terms, see the Clients and Vendors - Vendor settings - Add payment terms article.In the Categories section, you can assign a custom label to this invoice. To learn more about categories, see the System Values: Advanced - Categories article.
In the Jobs table, you can manage the jobs included in the invoice.
To delete a job from the invoice, click the icon in the jobs table.
To open a job, click on its line in the table.
Note: By adding a job to the invoice, you lock the payables for this task so they can’t be changed. To make changes to the payables, you need to delete the related jobs from the invoice.To add a job to the invoice, click the Add button. The Add Job pop-up window appears with the list of uninvoiced ready jobs for this vendor.
Use the filters on the left to narrow down the search.
Check the desired jobs' boxes in the left-hand column.
Click the Add Selected button.
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From the Specification Template drop-down list, you can select the desired template for this invoice. To learn how to add document templates, see the Templates - Document Templates article. To preview the invoice, click the Download Specification link.
In the Invoice File section, you can download the invoice file sent by the vendor from the Vendor Portal or add such a file if you received it outside the Vendor Portal.
In the Send Invoice to section, you can select to whom the invoice will be sent. You can add a new contact person by clicking the Add Contact Person button and providing the necessary details.
Note: If you leave the Unspecified option, the invoice will be sent to the vendor’s main e-mail address.Click the Send by E-mail button to send the invoice without previewing.
Click the Edit and Send button to edit the e-mail sent to the vendor along with the invoice.
Payments tab
In this tab, you can check this invoice’s payment details and history and add or edit the information about payments.
In the Payables Total, Currency, and Payment Due Date sections, you can check the main details of this invoice. For non-confirmed invoices, you can change those details in the Main Data tab.
In the Payment Status, you can check if this invoice is Unpaid, Partially Paid, or Fully Paid.
In the Amount Paid and Unpaid Amount sections, you can monitor this invoice's paid and unpaid amounts..
To add the information about a new payment, perform the following steps:
In the Amount field, provide the paid amount.
In the Paid on field, provide the date of the payment.
Click the Confirm Payment in Part or Confirm Payment in Full, depending on the amount paid. The Add Vendor Payment pop-up window appears. For more information, see the Add a vendor payment expand in the Vendor Payables section below.
In the Payments table, you can edit or delete the assigned payments.
Finance tab
In this tab, you can:
Check the Exchange Rate between the base system currency and the currency used in the vendor's invoice.
Provide the Date of the exchange rate update in case you have changed it manually in Configuration menu > System Values: Advanced > Currencies.
Check after which action the rate was updated in the Exchange Rate Update When section.
Notes tab
In this tab, you can add notes about the current invoice.
Notes for Vendor will appear on the invoice.
In the Notes from Vendor you will see the notes added on the Vendor Portal.
Payment Note and Internal Notes will be visible only to the Home Portal users in the Payment Note and Internal Notes columns on the invoice-related smart views.
Vendor Payables tab
In this tab, you can overview the invoiced payables. By default, you see the list of all invoiced payables with several filters on top of the table and information about vendors, invoices, amounts, due dates, and payment plans in columns. You can select another view or create a new one by clicking on the View drop-down list.
To open an invoice for a payable, click on its line in the list. To open an invoice in edit mode, click the icon in the last column.
To download the list of payables in a CSV file, click the Export button.
If you select one or several checkboxes in the left column, the Add Payment button appears on top of the list of payables. Click this button to add a payment for the selected payables for the same vendor.
Add a vendor payment
Vendor Payments tab
In this tab, you can see the list of all vendor payments. By default, you see the list of all payments with several filters on top of the table and information about vendors, paid and unassigned amounts, and payment dates in columns. You can select another view or create a new one by clicking on the View drop-down list.
To open a payment, click on its line in the list. To open a payment in edit mode, click the icon in the last column.
To delete a payment, select a checkbox in the left column and click the Delete button that appears on top of the list of payments, or right-click on a payment.
To add a payment, click the Add Payment button on top of the list of payments (see the Add a vendor payment expand in the Vendor Payables section above).