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Contracts/Deposits Paid/Balance Due

Steve S. shared this question 5 years ago
Answered

I have a question on the Overview section with Contracts/Deposits Paid/Balance Due. I was curious to how this works, I have read the help section and my software doesn't seem to be working correctly I think. It state below in the help section.

"Once the full deposit has been paid and the contract has been received or signed, the event will disappear from the chart. If you need to make adjustments to when the contract was received or the required deposit, you can edit the Contract tab of that event."

I have contracts that are in the confirmed state with the full deposit paid and contract signed still in this chart.

I came to the conclusion that once the contracts are fully paid they remove from this section. Is that how this section is supposed to work rather then they are removed once the full deposit is paid?

Also is there a way to edit what pops up in this chart to?

Thanks Eric

Comments (2)

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If there is a reserved event, with a balance due, it will show in this chart. We may edit this in the future so only completed jobs with balance due show. I'll talk with the team about it. There isn't a way to edit the chart right now.

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Thanks for the info!

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