Entering Financial Information
To enter financial data on a Job, first go to a Customer Record and click on the Jobs Tab
Then click on the blue Dollar Sign
This pulls up the Job Financing data entry screen. Enter in any applicable financial information, such as who is financing the job, the loan type, number, status and approval date, as well as the terms and rate of the loan.
Click Save at the bottom.
Adding a Payment
To add a payment on a Job, first go to a Customer Record and click on the Jobs Tab
Click the blue Dollar Sign
Click on Add New Payment
Fill out the payment information, such as the type of payment, amount, what it’s applied to and the method.
Go back into the Job Financing area, and you can see the Contract Worksheet. This will show any payments made and apply them to the total contract amount.
How to Collect a Payment on a Job
To collect a payment on a job, first go to the Customer Record and click on the Jobs Tab
Click on the Dollar Sign
Click Collect Payment
Enter the payment information and click Save