Payment information is seen on the Job Details page in the Job Financials section. The number of payments and the total amount of payments is displayed. Payments can be accessed via the menu on the right side of the screen.

  • Payment List - View a list of all payments for a specific job
  • New Payment - Create a payment record for specified amount

Payment List

List of all payments for specified job. The list displays the payment date, method of payment, notes, refund indicator and the amount. The "New Payment" button displays a popup where you can enter new payment information. Each payment line in the list has action items on the r right side. These action items includ "Edit Payment" and "Delete Payment".

New/Edit Payment

The "New Payment" and "Edit Payment" popup window are similar.