Taking Payments

Record client payments in Ruddr from an invoice, the invoices list, or the Payments section, and allocate a payment across open invoices.

When you receive payments from your clients, you can enter those payments directly in Ruddr. If you have an accounting integration installed, such as the QuickBooks integration, you can take the payment in either Ruddr or the accounting application.

You can take a payment in Ruddr from the invoice itself, the invoices list, or from the Payments section (Figure 1) in the Billing area of Ruddr. To receive a payment from the invoice, simply click on the invoice menu (Figure 2) and select the Receive Payment option.

Figure 1 - Select Payments to View and Take Payments Against Invoices

Figure 2 - When Viewing an Invoice you can Receive Payment by Accessing the Invoice Action Menu

This will bring up the Receive Payment drawer (Figure 3). From this drawer, you can provide the amount received, date received, payment method, reference number, and any notes related to the payment. Additionally, you can allocate the payment to any of the open invoices within that client.

Figure 3 - From the Payments Drawer you can Apply Payments to One or More Invoices for a Client

If an invoice is paid in full, its status will automatically change from Open to Paid. If the invoice has a partial outstanding balance, it will remain in the Open state.