Customer finances

The Financial group contains Financial Agreement and Payment History. Use the agreement for the commercial arrangement with this customer, including staged or instalment work where relevant. Its summary separates Agreed total, Paid, Expected and Overdue amounts and shows the paid proportion. Keep service card prices and payment states current so renewals and financial summaries remain meaningful.

In the agreement, enter a title, Net value, VAT rate and agreement status. The total including VAT is displayed beside the fields. Add installments with their due dates and payment status; the payment-date field becomes relevant for a paid installment. Additional charges break down part of the agreed total rather than increasing that total a second time. The agreement notes are administrator-only. Save changes after editing the plan. Mark an installment paid only when payment has actually occurred, because only paid installments reduce the expected balance.

Payment History is the evidence of money recorded for this customer. Inspect the service, payment date, net amount, VAT and total rather than relying only on a paid badge. Invoice documents can be associated with a payment; the separate Invoice History tab makes them easier to find. A financial agreement, a service price and a paid transaction describe different things, even when they refer to the same work.

For a business-wide view, use Finance. For a chronological customer payment view, use Payment History.