To get started, all you need to do is select the Open Jobs item from the Money Tracking display as shown on the Overview page.
Another way to access the same information is to select the option from the Reports tab on the top menu
Upon selecting Unpaid Collections, the following will appear
NOTE: If you selected the Unpaid Collections from the Money Tracking Display, there is a chance that the totals on the report as shown below will not be the same as the totals from the Display. That is because of the default date range that is automatically populated from the system. Increase the date range to find older invoices that may inadvertingly not be paid in full.
Perhaps you wish to look at your oldest invoices, or perhaps you wish to search by the biggest outstanding invoice from a financial perspective, or maybe you have multiple invoices for one customer. The data on this report can be sorted in ascending or descending order for the following fields.
Managing the collections is easy. Just select the Job Invoice and then enter the payment.
Note that when selecting, you can select EITHER a Job or Invoice, with a different result.
By selecting a Job above, you will be brought to the Job Summary screen and then need to go to the Invoices Tab to select the Invoice #5819 as shown below.
By selecting the Invoice #5819 from either the Report as shown two images above, or the above image if you went to the Job Summary first will then bring you to the following in order to enter payments.
You will then be able to see the invoice balance that came from the report as shown below.
Upon selecting you will be able to enter the new payments you have received.