Payments, Expenses and Credits
From the Financials tab of a lead or job, you can record or refund a payment, record a job related expense, add or subtract credit, or apply existing credit to an order.
Recording Payments
Automatically Recording Payments
If you have a payment gateway set up to allow your clients to pay via credit card or ACH, payments made and their associated processing fee will be posted to the job ledger automatically.
Manually Recording Payments
If you accept payment by check or other offline methods, you can manually record the payment from the job’s Financials tab, the Actions dropdown on the order or invoice, or from the Accounts Receivable dashboard widget.
Once you’ve clicked the Record Payment option, you’ll be able to fill out the amount, payment method, date, who paid, and any memo, transaction ID or authorization code.
Next you'll choose what to this payment is being applied to:
To the next invoice due: This applies the payment to whichever invoice has the next due date, regardless of how many orders are on the job.
To a specific order: Orders with balances will appear here. You may have more than one order on the job so you can select which order to apply this payment to.
Split between orders or gratuity: This allows you to split the payment over multiple orders or between orders and a gratuity.
As a gratuity: This allows you to apply the payment as a gratuity only and won't lower the balances due of any open orders.
As a surplus: The revenue collected isn't related to any of the orders on the job and won't lower the balances of any orders. You might use a surplus to log an amount collected that is later going to be applied to a specific order.
Recording Expenses
There are two types of expenses in Táve: general expenses and job related expenses. General expenses are things like advertising, rent, stationery, etc. Job related expenses are specific to the services or goods you provide through a specific job, such as cost of goods, processing fees, contract labor, etc.
To record a general business expense you’ll use the green Log Expense button on the Dashboard. This is also an easy way to record a job related expense just by adding it to a job. To log a job related expense, you’ll use the Record Expense on the job’s Financials tab.
When logging an expense you'll add the amount, payee, date, expense category, where to apply the expense (general job expenses can be set to your brand, for job expenses you'll find the relevant job in the dropdown) and any memo.
Expenses can also be recorded automatically in Táve for you. You can read more on automatically logging expenses here: