| Payment Requests | |
The details of the Payment Request are shown here. It is possible to edit Uncommitted Payment Requests using the pencil button.
Any Jobs on the Payment Request will be displayed here. Clicking on a Job will display the Job details and any Payment Request Items applicable to that Job.
Adding a Job
Use the + button at the top of the Payment Request Job section to add a Job to the Payment Request and filter for the Job using the Job Number field.
Editing a Job
To update the Job Closed flag, Requested Value, Remeasured Flag, or Price Factor, click on the pencil button at the top of the Job Details panel.
Removing a Job
To remove the Payment Request Job, click on the bin button for the required Job. All the associated Items will be removed.
Any Items priced under the Contract for the selected Job will be displayed here.
Adding an Item
Use the + button at the top of the Payment Request Item section to add an Item to the Payment Request.
On the Add Payment Request Item pop-up, either select an existing Item number to pay for an existing Item or enter a number that does not exist on the Order Job to add an Item.
The Item Quantity and Tax Adjustment can be updated while adding the Item.
Editing an Item
To update the Item Quantity or Tax Adjustment of an Item already on the Payment Request, click on the pencil button for the required Item.
Removing an Item
To remove the Payment Request Item, click on the bin button for the required Item.