Projetex Operations > Managing Payments

New/Edit Payment window contains the following data:

Date Received — except for accountant's reference this date will also be used by Global Date filter.

Code — payment code is generated automatically. In this code "P" character means that this is a payment, letters afterwards represent code of the client (or freelancer), and the number is the value of payments counter for this client/freelancer. Each client and freelancer has independent code counter for payments.

Value — total amount of payment in client's or freelancer's currency. Projetex will calculate your revenues in your base currency according to exchange rates.

If client or freelance currency differs from your base currency, Currency Exchange Rate button will be available. By clicking this button, you may change the currency exchange rate used in this payment. Note that this button does not change general exchange rate stored in your Projetex database. To change exchange rate for all future payments, go to Exchange Rates tab of the Corporate Settings.

Notes — any additional notes by accounting or other staff. For example if this is an advance payment for future project.

Linked with Invoices (Linked with POs) — payment value can be linked with invoices or purchase orders — fully or partially. The table on Linked with Invoices (Linked with POs) tab indicates which amount is linked to which invoice or purchase order.

Phantom invoices and phantom POs mean to make the payment linked, without settling any of the actual invoices or purchase orders. Phantom invoices can be used for ensuring account consistency in case the payment for some reason should not be used to cover invoices or purchase orders.