Basics of Payments

Basics of Payments

Purpose:

To Create a Payment (Invoice).

Background:

In Contractor Foreman you can post payment to later be imported into QB as an Excel import. There must be an Invoice already created in Contractor Foreman in order to use Payments.

Points to Remember:

Required fields are marked with an Asterisk (*.) To save your work, click the blue Submit button. To edit the record, click the green pencil icon in the upper right corner. Deleting Items can only be done by a person with Admin Rights or if you are given access to do so. If a Payment needs to be Deleted, you can do so by clicking on the Action button at the bottom of the page on the right.

Steps to Create a New Payment (Invoice):

  1. Navigate to Main Menu.
  2. Click on Payment (Invoice).
  3. Click on blue button Create a New Payment on the left.
  4. Enterthe followinginformation:
  • Payment Date: (Mandatory)
  • Invoice #: (Mandatory)
  • Amount/Payment Type: (Mandatory)
  • Payment Notes:
  • Approval Status: (Mandatory)

    • Related Articles

    • Basics of Service Tickets

      Purpose: To Create a Service Ticket. Background: Service Tickets are a fast and efficient way of scheduling work to be done by your technicians. Once your customer contacts you to request service, you can easily create a ticket, assign a technician, ...

    • Basics of Projects

      Purpose: To create a Project. Background: Projects in Contractor Foreman are where basic project information is contained as well as containing links where you can quickly access important project information such as Invoices, Estimates, to-Do's and ...

    • Basics of Invoices

      Purpose: To Create an Invoice. Background: Contractor Foreman allows you to create and send invoices directly from the app. You can generate one-off invoices, import from your Schedule of Values, or create AIA style G-702 and G-703 application for ...

    • Basics of Reports

      Purpose: To easily and quickly get you the data you need to help you run your business.. Background: Within Contractor Foreman there are multiple pre-built reports for you to use. And we are adding more all the time. Points to Remember: All Reports ...

    • Where can I track all the payments done by me for any particular project?

      To track Payments done for any particular Project, go to the Menu and select Projects and open the respective Project. Click on the Financials tab and then scroll down to Payments. This will contain the history of the payments made.