Everything for a job’s money is on its Financials page: what the job comes to, invoices, payments, refunds, change orders and discounts.
Invoices
- Deposit: a % of the contract (from Settings) or a set amount.
- Change order: one approved change.
- Something else: extra work billed on its own.
- Final: the whole job (contract + approved change orders + extras − discounts + tax), listing every payment with its date and reference, and earlier invoices. Issuing it rolls up the earlier open ones.
- New invoice, pick the kind, Make the invoice.
- Check the draft: add a line or discount, a note, the date. Update from the job refreshes a final invoice.
- Issue and email it (or issue without emailing, or send the link yourself).
- A mistake? Void this invoice; payments on it stay on the job.
Payments and refunds
Record a payment: amount, date, how (e-transfer, cheque, cash, card, financing, EFT), the reference (cheque or confirmation number) and which invoice. Record a refund the same way. Invoices mark themselves paid. Invoices in the menu lists them all.
Discounts
On Financials: an amount or %, before tax (lowers the tax) or after tax (comes off the total).