Record or add a payment

• To record a payment, click on the 3 vertical dots and then click on Add Ledger Item. 
  

• In the payment pop-up, enter payment details, including the entry type, amount, payment method, and any relevant notes or transaction IDs.
• After ensuring all the details are correct, click ‘Save’ to record the payment.
  

• The ledger will update to reflect the new balance, which should now be increased by the payment amount.
  
• If the contract requires an immediate one-time charge, such as for a service fee or setup cost, you can click on ‘Create one time charge’.
• Enter the amount and any relevant details, then confirm the charge. This will be reflected as a new entry in the ledger.
  

Invoice a remaining balance

• Should there be a remaining balance on the contract, select ‘Invoice Remaining’ to generate an invoice for the homeowner.
• This will facilitate the collection process and keep your financial records up to date.
  

Manage ledger entries

• View Invoice: Displays a detailed breakdown of charges and any payments applied.
• Send Invoice: Electronically dispatch the invoice to the homeowner or other responsible parties for payment.
• Mark as Paid: Once payment is received, you can mark the invoice as paid, which updates the ledger balance and reflects the completed transaction.
• Void Invoice: If an invoice was created in error or is no longer valid, the ‘Void Invoice’ option can be used to cancel it out. This should be used sparingly and only when absolutely necessary, as it affects financial tracking.