Once your client has made payment (or partial payment) to their invoice, all branches without the FMS module, must record this via the project's Invoices Out sub-tab.


NOTE: If you do have Rave's FMS module and are receiving payments via Xero, you can turn on automatic Payment Syncing - so Rave will update the payment automatically - refer to this Payment Syncing FAQ for more details 


To add a payment to an invoice we:

  1. Click on the 'Invoices Out' sub-tab

    This will display all of the Invoices created for this project so far 

  2. Click on the 3 dot drop down to the right of the invoice you want to add a payment to

  3. And select the 'Add a Payment' option

    This will open the Add a Payment pop-up screen, allowing you to set the Payment Amount (a partial payment), and the Date Paid.  

    NOTE:  You can add as many partial payments as you need to

    NOTE:  If your branch has the FMS module, and Xero syncing is turned on, the 'Add a Payment' option is disabled as Xero's reconciliation of the payments will already auto-update RAVE.


  4. Once you've made your selections, click the 'Add Payment' button to confirm

    This will change the amount paid figure for that invoice, change the status to paid, and also update the paid and to-be-paid figures in the table summary at the top of the page.



Automatic Payment Summary Updates


Each time you convert an invoiceable to an invoice, the Payment Summary (to the bottom right of the page) will update accordingly.