Adding payments and adjustments to
invoices
Adding an invoice adjustment
You can add an adjustment to an invoice by viewing the invoice and choosing . TimeCache prompts you for
an adjustment amount — a positive number adds to the invoice, a negative number lowers the total amount.
Then TimeCache asks for an optional explanatory note to include,
and the date to use for the adjustment. When all three items are
entered, TimeCache shows the adjusted invoice, allowing you to
print it.
Adding a payment
You can also enter payments in a similar manner — when you're
viewing an invoice, choose . In the dialog that appears, enter the payment
amount as a positive number. TimeCache subtracts the payment amount
from the invoice total, which is reflected in the Invoice panel
listing for this invoice as well.
If there are multiple projects/matters billed on the invoice,
TimeCache presents a window that lets you split the payment between
the different projects. The total of the project amounts must add
up to the payment amount before you can record the payment. When
you are adding a payment for multiple projects to a saved invoice
and it is payment in full, TimeCache attempts to auto-fill the
project amounts. You can change those amounts as necessary.
TimeCache can produce reports detailing invoice payments received.
Removing payments or adjustments
After you have added one or more payments or adjustments to an
invoice, TimeCache shows a
and/or command in the
menu. Choosing one of these
commands allows you to delete the type of add-on you specify. For
example, if you earlier added a payment to an invoice, you can
remove it by choosing . If
there is only one payment on the invoice, TimeCache deletes it
automatically after confirming that you want to perform an undoable
action. If there is more than one, TimeCache shows you a list of
them so that you can choose the one that should be deleted.
Payments reports
You can create a report of payments you have recorded with
TimeCache 9.0. For more details on Payment reports, see Printing a payment report.
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