Payments

4 articles.

• Deposit taken, not converted: the payments to check

  The daily list on the dashboard of quotes where a payment has been taken but the quote has not yet been converted to a job, and what to do with each one.

• Payments to check: chase the money still owed

  How to work the Payment Chases list (who still owes money, contact and snooze buttons, the draft email) and how the Write-offs & Credits page approves small write-offs and credits.

• Record a payment

  How to record a deposit or part-payment against a job, attach the receipt, and what to do when you need to refund it.

• See what a quote has been paid, and put a payment on the right quote

  Each quote shows only its own payments, paid and outstanding. What to do when a payment is not on a quote yet.