How to Request a Payment via a Linked Scheduled Task

Sending a payment request to your accounts team, and pushing a draft invoice to Xero if connected

Once you've linked a payment schedule invoiceable to a scheduled task, the Project Manager can easily (and automatically) notify the accounts team to invoice the client for this stage of the build - when this task has been completed to their satisfaction - assuming that the accounts notification email has been loaded into the branch settings page.

How to Request a Payment via a Linked Scheduled Task

To notify accounts and invoice a client via a scheduled task linked to an invoiceable, open the target project: 

• Click on the ‘Schedule’ sub-tab at the top left of the page
  
• Find the scheduled task that has been linked to your invoiceable, tagged with the green progress payment icon.
• Click the task's 'Status' dropdown and select the 'Request' option. You can do this from the edit modal or from the list view. 
• Click Go to Progress Payments
• This opens the Progress Payments tab, allowing you to convert this invoice in full, as partial dollar amounts, as partial % amounts, and amend the invoiced date and due date. Once you are finished making your selections, press Approve Invoice. 

  To return to the schedule, click Back to Schedule at the top right of the page.

NOTE: Normally, the project manager would mark the task as 'Completed' once the task has been done to their satisfaction, but once an invoiceable is linked to the task, the status 'Completed' changes to 'Requested '; i.e. when a task is linked to the invoiceable, the 'Completed' status gets a name change to 'Requested' 

Screenshots below showing the Request Process.

This will mark the task as 'Requested' on the branch view of the schedule, and 'Completed' on the contractor's end, triggering an email notification to the accounts team - also pushing a draft invoice into Xero if connected.