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.
Click
Save.
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
