Round Tracker v4 PRO – User Guide


Mark Jobs as Paid or Partly Paid


Once you have sent the list of work done across to the Income History page you can then mark which of these jobs have paid, how they paid and into which account you have put the payment.


To show that a customer has paid you simply enter the date into the Date Paid column. Leaving the Date Paid column blank will display the job as Outstanding.


You can select a date from the drop down list or enter the date manually. The Ctrl+C and Ctrl+V short cuts can help speed things up by copying the date entered in the first cell and then pasting it into the other relevant cells.


The amount paid may be different to the standard amount shown on the Home page in which case you can change the amount of the invoice generated on the Income History page by changing the figure in the Price column.


If only part of the full outstanding amount has been paid then leave the Date Paid column blank and enter the amount paid in the Part Paid column. The outstanding amount will then show as the difference between the amount paid and the full invoice amount. Use the Job History notes to indicate the date this amount was paid. When the full amount had been paid enter the Date Paid as normal and delete the Part Paid amount.


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