I would like to see some way that I can differentiate between invoices that have merely been sent and invoices that have been paid. As of right now, from what I can tell, we have to look at Quickbooks to determine what invoices have actually been paid.
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3 comments
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Anjani Jonker Official comment Mickey,
In order for you to track this in FCS you need to make sure you are posting the payments in FCS as well. Then you can track this information on the dispatch board by selecting the 'Payments' column to display. When in the dispatch board, select "edit fields" and make sure "Payments" is selected. You will be able to see the total invoice amount and in parentheses the remaining payment amount. Hope this helps!
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Mickey Larson Anjani,
I'm referring to invoices on "production" jobs. Is there some way to track whether production invoices have been paid? From what I can tell, I can track what portion of the original contract amount has been invoiced, but I can't track whether any of the invoices which have already been sent have been paid. Is there something I'm missing? Thank you again for your help.
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Anjani Jonker Mickey,
We currently do not have the function to track production invoice payments. I will submit this as a future feature request as we can definitely see that being handy.
You can, however, add payment as a task in your production workflows and record the payment to the task. Please feel free to contact our support team should you need assistance in editing your production workflows.
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