Customer Payment
Customer Payment records money received from a tender client. It opens the standard customer payment form, reached from TenderPro so a receipt against contract billing can be entered without leaving the module.
Where to find it
Go to TenderPro > New > Customer Payment.
What to enter
| Field | Description |
|---|---|
| Customer | The awarding authority paying. |
| Bank Account | Where the money arrived. |
| Date | When it was received. |
| Amount | What arrived — usually less than invoiced, because of deductions. |
| Allocation | Which invoices it settles. |
Check the shortfall against BD Impact before treating a payment as underpaid. On tender work the gap is nearly always a recorded deduction, and chasing it as a debt annoys a client who has paid exactly what they certified.
The form behind it
This is the standard customer payment screen — the full field reference is on Customer Payment. Receipts then appear in Payment.