Adding a New Payment

Adding a New Payment

Payments In Contractor Foreman you can post payment to later be imported into QB as an Excel import. There must be an Invoice already created in Contractor Foreman in order to use Payments. To post a new payment go to main menu and click on Payments. then click on either the small New button in main menu or click Create New Payment button in middle pane. Required Fields are marked with an Asterisk (*.) Payment Date: Enter the date the payment was received. Invoice: Select the appropriate invoice from the drop down. Amount: Enter the amount Received. Customer: This will auto populate based on project and invoice above. Payment Type: Enter how the invoice was paid by selecting from the drop down. Payment Note: Enter any note re this payment. Posted By: This will Auto Populate based on users login. Click Submit when Complete. To Edit click on the green pencil icon in the upper right hand corner.

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