Know what is paid and what is due
A clear balance for every job, visible to the owner.
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Payments & Milestones
Know what is paid and what is due.
Track token, pre-dispatch and final payments against each job, with a clear view for the owner.
What you get
Payments, in practice
Milestones per job
Token, pre-dispatch and final payments are tracked separately.
Cash or loan, handled
Record how each customer is paying.
How it works
Payments, step by step
- 01
Schedule
Set the payment milestones for a job.
- 02
Record
Log each payment as it arrives.
- 03
Verify
Accounts confirms every entry.
- 04
Track
See what is outstanding at a glance.
- 05
Report
Review collections across jobs.
Capabilities
What is included
- Milestone schedules per job
- Payment records and receipts
- Cash and loan paths
- Outstanding balance view
What you will see
- Milestone schedules for each job
- Payment records and receipts
- Cash and loan paths
- Outstanding balance view
Questions
About Payments
Can accounts verify payments separately?
Yes. With Team & Access, only the accounts role can verify money entries.
Does it handle loan customers?
Yes. You can record a loan or cash path for each customer.
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