First load the project to which you want to add a payment. This is done from the Customers Manager. Then click on the icon for the Reports Manager, Cost Status screen.
Click the Add button.
The current date is automatically inserted into the Payment Date Box. If necessary, edit this date to reflect the actual date the payment was received.
Enter the amount of the payment in the Payment Amount Box.
Enter a comment in the Payment Comment Box. This comment will be displayed alongside the payment amount identifying for your customer the details of the transaction.
Click the Save button.
The data contained in this screen only pertains to one project at a time, even if multiple projects were selected to be incorporated into the proposal. Select the project title from the Report Projects List to load its data. You may enter payments from this screen into any of the projects listed in the Report Projects List.
