Adding Payment & Short Pay
Let’s look at how to add a payment to a job
Last updated
Let’s look at how to add a payment to a job
Last updated
From a work order or invoice, on the bottom right in the payment sections, select add payment. Then in the pop up, select add payment again. Make sure to select which type of payment you received here. You can adjust the payment amount here if necessary. When you’re ready click add. Now in the payment section, it will show paid in full.
If you enter a payment that doesn’t cover the full amount. The remaining balance will be shown . You can go back into add payment. And then in the type window choose adjustment from the dropdown, and the short pay in the action type window. Click add, and you will see the payment along with the short pay adjustment, and the account will show paid in full.
