Company Payments

Payments can be applied to either a company itself or an existing transaction.  It is recommended by HA that you first create a transaction to apply payments to.  To apply a payment to a company, click on the Add Company Transaction Payments button, as pointed out in the figure below.

To add a payment to an existing transaction, click the toggle switch to Existing Transaction, as shown in the figure to the right.

In the Existing Transaction dropdown menu, select the pertinent transaction–in this example it is labeled as Consulting Fees and has a balance of $10,000.00.

Next, choose the payment date. The default is the current date.

Enter the amount of the payment in the Payment Amount field.  The amount must be less than or equal to the balance due or HA will not allow you to save the payment.

A description for the payment is not required in order to save it.  If this is left blank, the label of the original transaction will be used with a prefix of “Payment:”, minus the quotes.

Non-Placement Payment

The process for adding a non-placement payment, or a payment not tied to an existing transaction is identical with the exception of choosing an existing transaction.  In addition, since this is a free-form process, HA does not check the payment amount against pending billing or transactions.