Round Tracker v4 PRO – User Guide
Show Payment Method
In the Payment Method column you can enter how the job was paid for, whether it was by BACS, Cash, Cheque, Direct Debit, PayPal, Postal Order, Standing Order, Transfer or by Othermeans. You can select one of these methods from the drop down box or enter your own manually. The default method is cash. (You can personalise these methods on the Settings page).
You can also show which account the money is paid into by selecting an account from the drop down list in the column Into Account. The accounts can be named on the Settings page (apart from the Money Handled account which is the money which literally passes through your hands). These accounts also are shown on the Accounts page.
Cash and Cheque payments should be shown as being paid into the Money Handled column.
A BACS payment, a Standing Order or Direct Debit payment would be shown as being paid into the relevant bank account.
Enter Job History Notes
Further notes regarding the payment can be made in the Job History Notes column. (eg. First clean, Including Fascias, etc.) The columns will automatically adjust in width as more invoices are added.
Change the Service Description
You can also change the Service Description shown on the invoice to describe the services rendered on each invoice. (Eg. Window Cleaning Services or Gutter Cleaning Services.) These can be changed on the Settings page.
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