| Payments | |
The details of the Payment are shown here. It is possible to edit Uncommitted Payments using the pencil button.
Any Jobs on the Payment will be displayed here. Clicking on a Job will display the Job details and any Payment Items applicable to that Job.
Adding a Job
Use the + button at the top of the Payment Job section to add a Job to the Payment and filter for the Job using the Job Number field.
Editing a Job
To update the Job Closed flag or Price Factor click on the pencil button at the top of the Job Details panel.
Deleting a Job
To remove the payment Job, click on the delete button for the required Job. All the associated Items will be deleted.
Any Items currently being paid for the selected Job will be displayed here.
Adding an Item
Use the + button at the top of the Payment Item section to add an Item to the Payment.
On the Add Payment Item pop-up, either select an existing Item number to pay 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. For new Items, the Cost Code must also be entered.
Editing an Item
To update the Item Quantity or Tax Adjustment of an Item already on the Payment, click on the pencil button for the required Item.
Deleting an Item
To remove the payment Item, click on the delete button for the required Item.