Payments are used to document client payments and are disabled by default. (Please contact support to have them enabled.) Once they are enabled there are two ways to add payments.

The first method is by clicking the New button within the Payments menu option. Using this method, once the Payment is created you can then allocate money to one or more Chart Items that have not been finalized yet. If you want to allocate money to a Final Chart Item then you have to do that from the Chart Item itself. Once all the money is allocated the status of the Payment automatically changes to Final and will be listed on the next invoice posted for the client.

The second method is from within the Client Payment section of the Chart Item itself. Once there, select a payment type, enter an amount, and then click the Add Payment button.  When adding a Payment with this method the full amount is automatically applied to that chart item, and the status of the Payment is automatically set to Final.

Any Payments where not all the money has been applied will be listed in the Client Payment Information section of the client's Chart Items. You can apply money from those Payments by selecting one, entering an amount to apply, and then clicking the Apply Payment button.

Payments are part of the client invoice feature.