Linking Payments and Expenses

Payments

 

Adding or Linking a Payment

If you receive a payment for an invoice through other means than PayPal, you’ll want to account for that payment on the invoice itself.

To link a payment to an invoice, first select an invoice from the Invoices page.  On the next page, click Enter Payment in the bottom-right corner of the page.

 

On the next page, you can manually enter a payment, or link a payment. Click ‘Link Payment’ to search your existing income transactions.

 

 

Linking a payment will associate that transaction with the given invoice. When linking future payments, this transaction will show as already linked to another invoice.

If you manually enter a transaction from this page, it will appear in your Other Transactions account, with the category ‘Invoice Income.’

 

Editing / Deleting Payments

 

Editing the amount on a payment transaction will change the amount of the payment on the invoice to which it is linked.

Deleting a linked payment from the Income page will also remove that payment from the invoice to which it is linked.

 

 

Expenses

 

Adding or Linking an Expense

You can enter or link an expense while editing an invoice – with an invoice open, click ‘Add an Expense.’ On the next page, you can manually enter an expense or link an existing expense transaction.

 

 

If you manually enter an expense from an invoice, you can set the amount of the expense itself, and also the re-billable amount. Manually entered expenses from this page will appear in your Other Transactions account with the category ‘Invoice Expense.’

If you link an existing expense, the transaction will associate with that invoice moving forward, and will not be selectable when linking another expense.