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
Change the job status to Completed, click Save
The job is now saved and will be available in the Invoicing page.
Click Invoicing
This is the Invoicing Summary page
The job we just completed will be inside the Awaiting Approval tab.
Click 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
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
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.
The job will stay on this tab for 2 weeks before disappearing.