Create a Payment

Kompass allows you to record payments received from your clients. Those payments are linked with with the organization making the payment, and the paid projects. Most importantly, payments are allocated to existing raised invoices. In this How To guide, we will learn how to create a new payment.

From the "Payments" page, click "Create".

The page below will appear.

The first information that must be populated is the "Organization". Once selected, Kompass will list all unpaid invoices from the selected organization. Note that if there are no pending invoices, the organization will not appear.

You can select more than one invoices for each of the payments like the example below:

A reference for the payment and a gross amount received is required. Once the gross amount received is defined, we will have to allocate the amount to the selected invoices. To allocate the amount, we should populate the Allocated Gross for each of the listed invoices (1). Notice that Kompass marks the whole amount an unallocated since all Amount Gross are on zero amount (2).

Once the whole amount is allocated, Kompass will flag the payment as fully allocated.