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Job: How to Record and Monitor Payments on a Job

Managing financials and payments directly on the job record.

Updated over 3 weeks ago

Payment Tab

Note: Most of the options on payment tab are only accessible after you've used the Create Invoice feature to create an invoice for this Job.

Summary: View summary cards for Amount Paid and Balance Due.

Add Payment Notes: You can add notes even if you haven't created the invoice yet.

Record Payment: Click the + Payment Button to open the payment sidebar and record a transaction.

Details: The table tracks Type, Amount, Date, Status, and allows Actions like sending receipts or refunding.

Auto Sync: Payments support partial amounts and will automatically sync to the corresponding Invoice generated against the job.


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