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Fees & VAT 3 steps ~15 minutes

How do I record fees and payments received?

From the agreed fee to being paid in full — recording, not invoicing.

  1. 1
    The fee Office Owner Office administrator Project manager Accounting

    Enter each work item's agreed fee and, once you issue your own invoice, its amount.

  2. 2
    The payment Office Owner Office administrator Project manager Accounting

    On the work item's Finances press + Record money received and enter an amount and a date; the status changes by itself.

  3. 3
    The picture Office Owner Office administrator Project manager Accounting

    In Statistics, see what is still to come in and what is owed to partners.

    The statistics overview shows, for the year, what was agreed, what was paid, the projects' cash, the monthly flow and the state of the projects.
    Analysis › Statistics › Overview
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