Customer Payments are entered in RedTeam when a Payment has been received from a Customer against a Committed Bill you have issued in RedTeam. These Payments can be viewed and managed from the Payments tab within the Customers Menu. They are also listed in the Customer Receipts report in the Billing tab of a Project.
If you are using the RedTeam and QuickBooks Online Connection, payments from Customers are entered in RedTeam automatically when the payment is received in QuickBooks.
If you are not using the RedTeam and QuickBooks Online Connection, payments from Customers are entered in RedTeam manually when the payment is received and entered in your outside accounting system.
1. Add a Customer Payment from a Customer Bill
If you are not using the RedTeam & QuickBooks Online Connection, payments from Customers will be entered manually once they have been processed in your accounting system.
Payments can be entered from the Customers menu in the Payments tab or from a Project's Billing tab.
Steps:
From the Project home menu, click "Customer Billing"
Click the tool icon for the Bill you want to enter a Payment against
Click "Add Customer Payment"
Enter the payment information, such as a Check #, Checking Account, and optional Attachment, Date, and Notes
Distribute the amount of the Payment against the Customer Bill(s)
Click "Save"
2. View / Edit / Commit / Delete Customer Payment
Customer Payments will automatically be created in Draft status. While in Draft status, a Payment can be edited or committed. Once Committed, you will first have to Uncommit in order to make changes. If you do not have permission to Uncommit, please contact your system administrator.
All Customer Payments are managed in the Payments tab of the Customers Menu in RedTeam. From this tab, you can view, modify, Commit and Uncommit Customer Payments.
Steps:
From the Customers menu, click the Payments tab
Locate the Customer Payment you want to View, Edit, Commit, or Uncommit
Click the tools icon
Select from the available options in the tools menu
If options are grayed out or not displayed, please contact your System Admin for help with permissions
3. View Customer Payments Log
Payments received from Customers are entered into RedTeam against Customer Bills that are created in your In Progress Projects. These Payments are either entered automatically from QuickBooks Online, or entered manually if you are not using the RedTeam and QuickBooks Online Connection.
You can view a log of these Payments from the Customers menu. You can customize this log by using the Filter options to select specific criteria and choose what to display on the log.
Steps:
From the Customers menu, click the Payments tab
Click the View icon
Click "Customer Payments"
To customize the data displayed on the Customer Payments log, use the Filter icon to select criteria, then View the log