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.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.


