Applying a Payment in BuildOps
A Payment can be applied in three ways:
From an Invoice
From the Payments Table under Accounting
From the Global Search + Icon
Applying a Payment from an Invoice
At the bottom of an Invoice, the Payments section remains empty until a Payment is applied. Once a Payment is added, it appears in this section, updating the Amount Paid and Balance fields.
Steps to Apply a Payment from an Invoice
Click the carrot next to “APPLY PAYMENT” (upper right corner of the Invoice).
Click “NEW PAYMENT”.
Fill in the required fields:
Payment Number
Payment Type
Amount
Date (auto-populates but can be changed)
Amount to Apply
Click “APPLY”.
Click “SAVE” (upper right corner).
Once applied, the Payments section, Amount Paid, and Balance fields update automatically.
Note: If you click “SAVE” before applying the Payment, it will be saved and can be applied later.
Applying an Existing Payment to an Invoice
Click “APPLY PAYMENT” on the Invoice.
Select an Available Payment.
Add the $ Amount to Apply.
Click “APPLY” twice to confirm.
Note: To re-enter an amount, click CANCEL to reset the field.
Applying a Payment from the Payments Table
Hover over Accounting → Click Payments.
Click “+ NEW PAYMENT”.
Fill in the required fields:
Payment Number
Billing Customer
Payment Type
Amount
Date
Click VIEW INVOICES.
Apply the payment to one or more invoices by entering an amount.
Click “APPLY”.
Click “SAVE” (upper right corner).
Once applied, the payment record updates automatically.
Editing a Payment: Click “EDIT PAYMENT” (upper right corner). Viewing a Payment Receipt: Click “VIEW RECEIPT”. To email or download the receipt, click the three dots next to it.
Applying a Payment from the Global Search + Icon
Click the + Icon (next to Global Search) → Click “+ NEW PAYMENT”.
Fill in the required fields:
Payment Number
Billing Customer
Payment Type
Amount
Date
Click VIEW INVOICES.
Apply the payment to one or more invoices by entering an amount.
Click “APPLY”.
Click “SAVE” (upper right corner).
Once applied, you will be redirected to the Payment Page where you can edit or view the receipt.
FAQs
1. What should I do if a client overpays an invoice?
Create a payment as usual and apply it to the invoice.
The status will be “Partially Applied”, meaning there is a remaining balance.
To apply the remaining balance later, open the payment and click Edit Payment, then apply the remaining amount to the appropriate invoice.
For further assistance, contact BuildOps Support.