Record payments

Track payments on a project

See every payment received on a job, with the method, date, and total collected.

The Payments tab lists every payment on the project.

  1. 1Open the project and go to Finance → Payments.
  2. 2The list shows each payment's date, method, attachments, tax, and amount.
  3. 3The Total received row at the bottom sums everything collected.
  4. 4Tap a payment to view it, or to edit or delete it.
Need to fix a payment? Open it and tap Edit payment.
Back to Payments & Balances