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How to record a client payment

When one of your clients has paid you, you will need to record this in Crunch.

There’s a couple of ways you can do this, however, we will show you the easiest way to do this so that you can reduce the amount of administrative work required to record it correctly against the relevant invoice the payment has been received for.

Firstly, navigate to the "Invoices" tab and select the "Options" of the relevant invoice, and then click "Record client payment":

The "New Client Payment" screen that you will be presented with requires information about the payment, such as the date it was received as well as the amount and the payment method. You can also check the box at the bottom to send a confirmation email to your client to let them know the payment has been received, and that the invoice has been settled in full:

You will also then need to make sure that the amount has been allocated to the invoice, by entering the amount you'd like to allocate into the "Allocated" field:

If you have more than one invoice for the selected client you can choose which of the invoices you wish to allocate the payment to. Clicking "Save client payment" will then take you back to your other invoices, with a message confirming that your client payment has been created.

 
Last Updated: 12 Apr 2019 02:16PM BST
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