How to create and apply an Expense Payment?

Add Payee to your System as a Vendor

• Go to Quick Functions-> Add User
• User Type = Vendor
• Enter a company name and display name
• Enter a first and last name (optional)
• Select gender (optional)
• Enter address and contact information
• Click [Save]

Create and Apply Payment for an Expense

• Go to Functions-> Expenses-> Expenses
• Click the icon in the upper left corner.
• Select the [Payee] you added in the step above from the drop down menu
• Enter a [Due Date] and an [Amount]
• To simultaneously create and apply payment for an expense, check the box to the right of [Create AND Apply Payment].  **Note: This ONLY tracks money being paid; NO money is ever moved from Shape.  Also, if you only want to add an expense without taking a payment, do not check the box to [Create AND Apply Payment].  This will allow you to take a partial payment as well.

•  Enter a payment method and amount.
• Select or [Add New] expense category
• Click [Add Expense]