3.11. Working with payments

3.11.1. Recording payments for an invoice

When you receive payment for an invoice, go to the Invoices view and select the invoice. Then right-click it and select New Payment from the contextual menu to record the payment.

To see, edit or delete payments, go to the Payments view.

3.11.2. Using deposits

All billable clients have a deposits account. You can use this account to record money you receive in advance for your work. There are several ways to record a deposit from a client:

  1. Go to Business » New Deposit.

  2. Go to the Projects view and right-click a client to display the contextual menu. Select New Deposit from the contextual menu.

  3. Go to the Projects view and right-click a client to display the contextual menu. Select Edit Client from the contextual menu to edit the client then go to the Deposits tab and click New.

Once you have money in a client account, you can use it to pay invoices.

The New Payment window allows you to withdraw money from the deposits account to pay an invoice. Just click the apply deposit box and the specified amount will appear as a negative transaction in the deposits account.

3.11.3. Searching and filtering payments

To learn more about the payments you receive, go to the Payments view and use the filters above the payments table. The table will display only those payments that match the selected filters. Payments can be filtered by:

  • date,

  • invoice,

  • reference or

  • client.

Once you set these filters, the table footer will display the total of all visible payments. For instance, you could use these filters to see how much money a client has paid you this year.

3.11.4. Exporting payments

Fanurio can export payments to CSV and Excel. To export them, you can either:

  • Go to File » Export » Export Payments to export all the payments you recorded in Fanurio or

  • Go to the Payments view and use the filters above the table to specify the payments you want to export. Then right-click the table to display the contextual menu and select Export Payments to export the visible payments.