Payments

This page will display any Payments you have received from the Customer and any Expenses you have paid out. These expenses can include Items like Permit Fees, Measurement Fees, or Crew Labor.

If your organization has enabled the QuickBooks Integration feature, most of the Fields on this page will be populated with information directly from QuickBooks.  If that is the case, this screen will primarily serve as a screen for viewing information, as anything you enter here will not be sent to QuickBooks. If the Payment came from QuickBooks, you will not have the option to edit it.

1. To view/edit the Payments section, you will need to be in the Job you wish to edit, then select Payments from the Job Menu on the right.  

If your Organization has not enabled the QuickBooks Integration feature, this screen will serve as your means of entering and tracking how much money your Organization has Received, and Paid on each Job.  

2. When you Receive payments from the Customer, simply click on the blue button labeled Add New Row in the upper right corner of the Received section.  This will bring up a box for you to enter information about the Payment. When that is complete, click Save in the lower right corner.

3. If you need to Edit or Delete the Payment in the future, simply click on the Edit or Delete link on the right side of the row for each row you need to do this for. If the record only has a Delete option, this Payment came from a QuickBooks File.

4. You will notice that once the Payment has been entered into the Received section, the Balance Due listed in the upper right corner will decrease by the amount of money received. You will also see the A/R doughnut chart fill green once you have started adding Payments.

5. When you Receive a Bill from a Supplier, Crew, or anyone else for this Job; you can enter it using the same method.  Simply click on the blue Add New Row button at the upper right corner of the Paid section and then enter the information for the bill.

6. If you are entering the Bill now, but not paying it until later, then leave the Is Paid box unchecked.  Once you have Paid the Bill, you can come back and edit the entry. Account Types can be configured in the Account Settings. Click here to learn how to manage your Account Types.

7. The Additional Expenses section is for any Additional Expenses applied to the Job. This section could be used to track any Expense.

8. All of the Expenses entered into this screen will be used to calculate Profit & Loss, which can be viewed on the Profit Analysis screen. Click here to learn more about Profit Analysis on a Job.