While you can find invoice and payment history in other several other places within Project 2 Payment, all invoices and payments associated with a particular project are also displayed within the project.
Invoices List
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
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 for a project has been collected and the total due is $0, the status of the project will automatically update to Complete. Use the Complete Project button in the upper right corner to manually mark a project as complete earlier.