How to complete a job and receive payment online

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This lesson will show you how to change the status of a job to complete, approve and 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

This is the Invoicing Summary page

This is the Invoicing Summary page

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

The Awaiting Approval stage can be used in multiple ways:

  • If your field techs don't add materials they can be added here.
  • If your field techs add material but they need to be checked, it can be done here.
  • A final check that your invoicing amount is correct.
  • For marking invoices as transferred to a non-integrated accounting package. (Approve invoices once the information has been transferred)
  • When integrated to an accounting package approving sends the invoice to the accounting package to be tracked.

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

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 purely used for recording purposes.

At this stage in the job the Amount field is not editable - it is possible to receive a partial payment before the job is approved.

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

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

The job will stay on this tab for 2 weeks before disappearing.

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