An Application for Payment is a document or process used to request payment for services rendered or work completed. This is particularly common in industries like construction, where projects are often billed in stages or based on milestones.
Creating an application for payment in BigChange
Creating an Application for Payment in BigChange is straightforward.
- Navigate to [Top menu] CRM
- [Side menu] Financial Documents
- New financial doument (icon).
- Add item - You can add a manual description for the financial line and a cost in the Selling price box.
- Contact - Select a contact to which you are creating a credit note for.
- Document Type - Select Application for payment.
- Users can input all the necessary details, including correspondence, notes, templates etc.
There is no way to record a payment againt an Application for payment, this has to be done on the invoice.
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