How to complete a job & record payment (Online Dashboard)

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This article will show you how to change the status of a job to Complete, Approve it, then receive payment for it.

Open the job

Open the job

Change the job status to Completed, click Save

Change the job status to Completed, click Save

The job is now saved and will be available in the Invoicing page.

Click Invoicing

Click Invoicing

The job we just completed will be inside the Awaiting Approval tab.

Click Awaiting Approval

Click Awaiting Approval

The job we completed is now Awaiting Approval

The job we completed is now Awaiting Approval

Approve the Job by ticking the tick box and clicking Approve

Approve the Job by ticking the tick box and clicking Approve

The job is now in the Awaiting Payment screen

The job is now in the Awaiting Payment screen

To receive payment, tick the job and click Receive Payment

Set the fields, click Add Payment

Set the fields, click Add Payment

Payment Date & Method are used for recording purposes.

The job has now been paid and can be viewed in the Paid tab for 2 weeks

Your Done! The job has now been paid and is on the Paid tab.

Recording payment in Job Card

Payment can also be recorded directly from the Job Card, if this suits your workflows. TIP: mark the job as Completed prior to receiving payment.

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