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Invoicing & Payments
Tracking Payments and Project Finances
Record payments, track outstanding balances, and view financial summaries.
Tracking Payments and Project Finances
Stay on top of your project finances with payment tracking and financial reports.
Recording Payments
- Go to the project's **Payments** section
- Click **Create Payment**
- Choose the payment type:
- Enter the amount and add notes
- The payment is recorded and the related invoice status updates
Payment Types
| Type | Purpose |
|---|---|
| Invoice Payment | Client payment toward a project invoice |
| Work Order Payment | Payment to a vendor for completed work |
| Material Payment | Payment for materials purchased |
Financial Overview
Each project shows: - **Total Budget**: Contract value - **Amount Invoiced**: Total of all invoices sent - **Amount Paid**: Total payments received - **Outstanding Balance**: What's still owed - **Change Order Impact**: Revenue added or removed by change orders
Organization Transactions
View all financial transactions across your organization: - Filter by project, type, or date range - See a complete financial history - Track cash flow across all projects