Add a payment

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Add a payment

Once you receive a payment from a customer, remember to add the payment for their order in the Order Entry module. When you record the payments to Tekla EPM, it is easier for all Tekla EPM users to stay up to date on customer orders.

  1. Do one of the following:
    • In the Order Entry dialog box, click New PaymentNew Payment, and double-click the order for which you want to add the payment.
    • In the Details dialog box, go to the Payments tab, and click New Payment.
  2. Select the payment date and payment method.
  3. Enter the amount paid by the customer.

    You can see the remaining amounts to be invoiced and paid on the right side of the dialog box.

  4. If necessary, add notes for the payment.

    The notes will be visible in the Payment Details report.

  5. Click Add Payment.

The Report Selection dialog box opens. If you want to view the payment information, double-click Payment Details.

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