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MyHallWizard allows you to record Payments against invoices, so that you can easily track which invoices have been paid. The Payments screen can be reached in two ways:
Once the full amount of an invoice has been recorded, the invoice is marked as Paid and can no longer be edited.
To mark an invoice as paid, go to Payments in the main menu and select New Payment. Enter the details of the payment.
This is the easiest method to record a single payment is received for a specific invoice.
Click on the Invoices item in the navigation module, or look at the Invoices tab at the bottom of a Booking or a Customer record. If an invoice is awaiting payment, there will be a Payment button next to it.
Alternatively, display the invoice itself on the screen.
Click the Payment button to display the payment dialog.
Enter the required data
When you click Save, the payment will be recorded. If the full amount of the invoice has now been recorded, the status of the invoice will change to Paid.
This method must be used when a payment covers multiple invoices. It is recommended to use this method if you are recording multiple payments at one time.
Enter the Payments module by selecting Payments from the navigation bar, then click the New Payment button.
Select the Customer who has made the payment, then enter the various details.
When you enter the amount paid, it will be allocated automatically against the unpaid invoices, oldest first. You can change how the payment is allocated manually.
Finally, click Save to save the payment.