Every project keeps a running money total for you. These numbers are worked out from your quotes and invoices, so you never type them in.
The Numbers on the Timeline
Contract Price: The amount of the first quote your customer approves.
Change Orders: The total of every quote approved after the first one.
Total Amount: Contract price plus change orders plus any additional total amount you add at the time of project creation.
Paid Amount: Everything the customer has paid on this project's invoices.
Remaining Amount: Total amount minus paid amount.
When the Numbers Change
They update when a quote is approved.
They update when an invoice is paid.
When you create a project, the Total Amount you enter is your starting estimate. WIZniche keeps it up to date from there.
An Example, Start to Finish
Your customer approves your first quote for $5,000. Contract Price: $5,000. Total Amount: $5,000.
They decide to add a deck. You send a second quote for $1,200, and they approve it. Change Orders: $1,200. Total Amount: $6,200.
They pay a $2,000 deposit invoice. Paid Amount: $2,000. Remaining Amount: $4,200.
Where Else You'll See These Numbers
The Total Revenue box on the Projects page adds up the paid amounts from all your projects.
Your customer sees the same totals on their project in Client Hub.
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.