When to add payment for project?

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• 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. ...

• How do I add or post a Payment to an Invoice?

  To Post a Payment to the Invoice, please go to the Invoice from the Menu and scroll down to the bottom to see the Actions dropdown. From here, select Post Payment and enter the payment received for it to be added to the Invoice.

• How do I add files to a Project?

  Files can be added to a Project using multiple methods. Most commonly, files are added to a project through associated items (such as an Estimate, Punch list or other module) that are assigned to the same Project. To upload one or more files directly ...

• How do I add companies and contacts to my Project Contact tab?

  To add contacts to your Project Contacts' tab, go to the Menu and select Projects and pick the Project you wish to add items to. Click on the green pencil icon on the right to enter Edit mode and go to the Contacts tab. Here you can start adding ...

• How do I add a Note and link it to a Project?

  To add a Note and link it to a Project, create a Note in the Notes module. As you create this Note, select the Project that you want to associate it with and then Save so it gets tagged to the project automatically.