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michael3
Level 2
April 20, 2021
Question

quickly entering client payments

  • April 20, 2021
  • 1 reply
  • 7 views

is there a way to enter payments without opening each client file?

This topic has been closed for replies.

1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
April 20, 2021

I was going to ask "what kind of payments" but it doesnt really matter, the answer for entering any kind of payments is "Not without opening the file".

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    BobKamman
    BobKamman
    Level 15
    April 20, 2021

    I took it to mean changing the Client Status page from "client billed" to "client paid."  And it would be nice to be able to do that.  Research shows that 85% of my 2019 clients have not paid me.  Either that, or I can't be bothered with opening and closing each file again.  

      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      April 20, 2021
      I never enter payments in PS
      ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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