The Progress Payment Subtab

Progress Payment Subtab
Once you've set up your account's email(s) for payment request notifications, and linked to Xero (if required) we're ready to look at the ‘Progr...
Fri, 13 Sep, 2024 at 5:17 PM
Progress Payments Accounts Set Up
How to setup your accounts notifications.   You will need to ensure that any progress payments, or charge-up, notifications are going through to your acco...
Fri, 11 Oct, 2024 at 10:20 AM
Loading and Creating Payment Schedule Templates
Invoiceables can be loaded to the Progress Payment's/Payment Schedule's Payment Schedule section at any time. You can load these one at a time (as a...
Fri, 11 Oct, 2024 at 10:21 AM
How to Add/Edit a basic Invoiceable and Request Payment
We are going to add a basic 'Non Contract' invoiceable and convert it to an invoice to notify accounts that they can request payment, and to also pu...
Fri, 11 Oct, 2024 at 10:23 AM
How to Add, Edit and Delete Detailed Invoiceables
We've covered adding and managing 'basic' Invoicables in this FAQ guide - we are now ready to look at adding and managing Detailed and Multi-lin...
Fri, 11 Oct, 2024 at 10:24 AM
Converting multiple Invoices to one Invoice
The 'Convert to Invoices' feature allows you to select multiple invoiceables from the various sections of the progress payment sub-tab, choose speci...
Fri, 11 Oct, 2024 at 10:25 AM
Converting an invoiceable to an invoice
The 'Convert to Invoices' feature allows you to convert an invoiceable from the various sections of the progress payment sub-tab, choose specific do...
Fri, 11 Oct, 2024 at 10:26 AM