All invoices and payments associated with a particular project are displayed on the Invoices & Payments tab within the project.
Invoices
View all generated invoices for the project and quickly see anything outstanding and past due.
- Actions = click the magnifying glass to view the invoice
- Invoice = invoice number (auto-generated)
- Created = date and time the invoice was created
- Status = unpaid, paid, or past due
- Amount = total amount due
If this is a one time project with only one occurrence, this is where you will go to manually create invoices.
Payments
View a list of payments associated with the project including down payments.
- Payment ID = unique ID number assigned to each payment. Click the hyperlink to view payment details in the Payment Activity section. The payment also appears under the Payments tab of the specific customer.
- Date = date the transaction was created.
- Name = cardholder name.
- Type = payment method or card type
- Status = status of the payment (Pending, Settled, Voided, Returned).
- Amount = amount of the payment.
- Total = the sum of all payments made on the project.
Once the final payment has been collected and the total due is $0, the project is complete. You can also click Complete Project to manually complete it early.