Smart Contractor
Payment Entry Form

To open the payment entry form, click Receipts in the shortcut menu, then click Enter Payments.

The Payment entry form allows you to enter payments received from customers for work completed. If you are using QuickBooks integration, you can enter payment receipts in Smart Contractor or QuickBooks.

Note: Payment receipts entered in Smart Contractor will be automatically applied to invoices in QuickBooks. If you need to apply payment receipts differently than how they would be applied automatically in QuickBooks, then you must enter the payment receipt in QuickBooks.

Note: Payment receipts entered in QuickBooks are only copied to Smart Contractor by running the Update QuickBooks Data utility.

To enter a payment:
1. Click Add.

2. Complete the prompts described below, then Click OK.
To edit a payment:
1. Select the Job in the prompt for Job.

2. Select the payment (by date) from the prompt for Payment.

3. Complete the prompts described below, then Click OK.
To save changes:
Click OK.
To print the Job Financial Summary report:
Click Print.
To cancel changes:
Click Cancel.
To Exit the form:
Click Cancel to close the payment record. Click Exit to close the form.

Aside from the standard prompts available on all forms, the payment entry form prompts for the following information:

Payment Date:
Enter or select the date the payment was received.
Payment Amount:
Enter the payment amount.
Check Number:
Enter the payment check number.
Deposit To Account:
Select the account to deposit the payment to. Defaults to the Deposit To Account that you set in the QuickBooks Integration Setup form.
Notes:
Enter any notes to be recorded regarding this payment.
Re-Apply Payment:
Check this option to re-apply this payment in QuickBooks. This option is only available when using QuickBooks Integration.
Status:
Select "Deleted" if you want to delete an existing payment record.
Job Payment Summary:

The Job Payment Summary information grid displays, in this order:

  • Invoices issued for the job.
  • Total of Invoices for the job.
  • Payments received for the job.
  • Total of Payments for the job.
  • "Invoice Balance:" = Amount of invoices unpaid.
  • "Job Total:" = Total Job Amount.
  • "Job Balance:" = Amount of Job Total yet unpaid (invoiced or not).

This information is also available in the Job Summary Report.
OK Button
Click OK to save the Payment.
Print Button
Click Print to print the Job Financial Summary report.
Cancel Button
Click Cancel to cancel changes.