Money & reports · Owner or permitted finance member
Find receipts, refunds and outstanding balances
Read actual receipts by job and correct mistakes without double counting.
Step-by-step guideMarkdown for AI
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Review recorded payments
A scheduled milestone is an amount due, not money received. Expenses and crew payouts are separate from client receipts.
- Open Payments and search for the client or booking.
- Open a receipt to verify amount, date, method and linked job.
- Compare the booking Money tab and invoice balance if the totals differ.
Correct a receipt
Use the available payment actions to void an incorrect receipt or record a refund for money returned. Do not add a negative-looking second receipt to hide the mistake. After correction, verify the booking and invoice balances.