Payments FAQs

What's the difference between a Milestone Payment, an Application Payment, and a Contact Payment?

A Milestone Payment is tied to a specific approved Milestone, with its amount coming from that Milestone. An Application Payment is a lump-sum payment tied directly to a Funding Application rather than any one Milestone. A Contact Payment is made to a specific contact/Applicant outside the context of a particular Application or Milestone. See Payments Overview for the full breakdown of when to use each.

How is GST calculated on a payment?

This depends on the payment type. For a Milestone Payment, GST is inherited directly from the Milestone itself. For an Application or Contact Payment (which aren't tied to a Milestone), GST is instead calculated from the recipient's own GST registration status at the point the payment syncs to Xero or QuickBooks.

Can I edit a payment after it's been approved or paid?

The Amount, Paid Date, and GST Amount remain editable regardless of the payment's current state. Take care making changes to a payment that's already synced to Xero or QuickBooks though — editing it in Tahua afterwards won't automatically update the corresponding bill on the accounting side, so you may need to adjust it there too.

What happens if a payment fails to sync to Xero or QuickBooks?

The payment is flagged for manual sync only, and the Admin assigned to it receives an error email explaining what went wrong (a common cause is a locked period in your accounting system). A Resync button will appear on the payment so you can retry once the issue is resolved. If a payment has already synced successfully, you'll see a View in Xero link instead, taking you straight to the bill.