Adding payment to budget item
Learn how to track individual payments toward budget items for installment plans and multiple payments.
Track individual payments toward a budget item. This is useful for items with installment plans or multiple payments.
Plan requirement: Pro plan
How to add
- Click on the budget item
- Find the Payments section
- Click Add new payment
- Fill in:
- Amount - How much was paid or is due
- Payer - Who's making this payment
- Due on - When the payment is due
- Paid on - When it was actually paid (leave blank if not yet paid)
- Vendor - Link to a vendor record
- Notes - Any additional details
- Click Save
Paid vs unpaid
The budget item tracks:
- Paid amount - Total of payments with a "Paid on" date set
- Unpaid amount - Total of payments without a "Paid on" date
Adding more payments
Click Add new payment again to add additional payment entries. You can have as many as needed. Click Remove payment to delete a payment entry.
Tips
Track deposits separately. Add a payment for the deposit and another for the final balance. This way you can see exactly what's been paid and what's outstanding.
Set due dates. This feeds into your payments dashboard so you can see upcoming and overdue payments at a glance.