Track payments

In Heyquip: Billing > Payments

You will see every payment recorded in the shop, including one payment that covers several invoices, and catch any amount still sitting unapplied.

Steps

1. Go to Billing > Payments.
2. Read the columns: Date, Payer, Invoice #, Order #, Amount, Payment Method, Status, and Reference #.
3. Check Invoice # closely. One payment can list several invoice numbers when it was applied across more than one invoice.
4. Filter by Status, Applied or Accepted, to separate payments already matched to an invoice from ones still pending.
5. Click Receive Payment at the top right for a shop-wide on-account payment not tied to one invoice yet. It is the same tool as the button on the business record, and it opens a page with a payer picker and an open-invoice application table. See Receive a payment on account.
6. To spot money still unmatched, open the business under Clients > Businesses. Its Payments card flags any amount unapplied in orange. Those payments are simply not applied to invoices. 

Good to know

• A "+" quick-add sits next to Payments. It opens the same page as the Receive Payment button, without opening the list first.

Related tasks

• Open a payment to see its details
• See how a deposit sits in the books before you invoice
• Take a payment on an invoice
• Receive a payment on account
• Chase unpaid invoices