How do I post a payment to a Bill?

Once you process a payment from your company to settle an outstanding Bill — whether it’s for a subcontractor or vendor, it’s essential to record that payment in Contractor Foreman. This helps you keep track of actual expenditures, ensure up-to-date financial records, and maintain accurate job costing.

This article explains how to post a payment to an existing Bill in Contractor Foreman, whether it’s a full or partial payment.

Open the Bill

From the Main Menu, navigate to Bills. Use the filters or search bar to locate the Bill you want to post a payment to. Click to open the Bill.

The Bill detail screen will open, showing you all the items, amounts, and current payment status.

Add a Payment

On the top right corner of the Bill screen, click the three-dot menu (⋮). From the drop-down list, select Post Payment.

This will open the payment entry form.

Enter Payment Details

In the payment entry window, fill in the following fields:

• Payment Amount: Enter the amount you are paying. This can be the full amount or a partial amount.
• Payment Date: Choose the date the payment was made.
• Payment Notes: (Optional) Add internal notes regarding the payment if necessary.
• Account: This is for QuickBooks Users

Once all the information is complete, click Confirm.

Verify Payment History

After saving the payment:

• The Payment History section (towards the bottom of the Bill screen) will update to show the newly recorded payment.
• You’ll see a record of:
  • Payment date
  • Amount paid
  • Notes (if entered)
• The Balance Due on the Bill will update accordingly.

If the payment made covers the full remaining balance, the status of the Bill will automatically change from Open to Paid.

Edit or Delete a Payment

If you made an error in the payment entry:

• Scroll down to the Payment History section.
• Click the Preview icon (eyeball icon) next to the payment to edit the record.
• Choose the Delete icon to delete the payment as needed.

This ensures that your records stay accurate.

Posting payments to a Bill in Contractor Foreman is simple and helps ensure:

• Accurate job cost tracking
• Real-time financial reporting
• Visibility into what has been paid and what remains outstanding

Always keep your Bills up to date with posted payments so your project financials remain reliable and well-organized.