Collections guides for service jobs and client payments
Quick answer
Use these guides to open a service job, record a client payment without showing the fee, allocate that payment across jobs, and correct a saved entry by reversal. Clients are parties you already keep. Collectors see Record a payment and My entries only.
What you will find in this guide cluster
Service Billing & Collections covers service types, jobs, payments, allocation, a client statement, and corrections. The owner sees billed, collected, and outstanding. A collector records the amount and the UTR without seeing the fee or what is still owed. Saving a payment does not post a journal.
Guides in this cluster
Long-form Collections guides for jobs, blind payment recording, allocation, and corrections.