How do I review the payment history for a Bill?
Previewing the payment history for a Bill is very simple. Navigate to Bills from the Menu and then choose the Bill that you would like to see the payment history for. Once opened, in the details tab which is open by default, scroll down to Payment History. Here you will see all the payments listed along with the payment date, amount, note and an action icon to see more details. Here it also shows the Balance Due for that specific Bill if you would like to check that too.
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How do I to post a payment to a Bill?
To post a payment, go to the menu and open the bills module. Once opened, choose the bill that you would want to post the payment too. Once opened, scroll down to the bottom right of the bill and the click on the Actions drop down and here you will ...
How do I change a Bill from open to paid?
A bill does not need to be changed from one status to another as this is automatic. If the amount due for a Bill is $100, when the payment for $100 is fully paid, the Bill automatically changes from Open status to Paid.
Adding a New Payment
Payments 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. To post a new payment go to main menu and click on Payments. ...
When to add payment for project?
When a Payment is made against a Project's Invoice, a payment can be added through Post Payment feature.
How do I review the bids that have been received?
To review Bids that have been received, go to the Estimates and select the Bidding section. Open the Bid Package created and click on the Bidders tab. Here, you will find any new bids that have come in the bottom and you can review them there.