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Getting Paid and Payment Fees

Where this fits in the job loop

Payment collection connects back to the work record: complete the job, generate and send the invoice, then the customer pays from the link above or you record it manually. The job and invoice side of that loop is in Job → Invoice → Payment and Invoicing and Payments.

  1. Move the job to Completed, the step that unlocks invoicing.

Job detail page: the status transition that starts the loop this payment link ends.

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