Keeping track of how much you've been paid and how much you're still owed on your invoices is easy in Joist. All you have to do is record the payment on the invoice.
Here's how:
iOS
First open the invoice you want to record a payment on. Then tap the Payments button at the top of the screen.
The Payments screen will appear, which keeps track of any payments you've added and displays a progress bar for how much of the invoice has been paid.
To record a payment, tap the New button in the top right corner.
Enter the amount you've been paid here. Switch between percentage and dollars with the % and $ buttons. Or simply tap the Full button to automatically enter the full outstanding amount.
You can also change the date of the payment, and mark the payment as either Cash, Check, Credit or Bank Transfer.
Tap Save when you're done to go back to the Payments screen. Now you can enter another payment or tap Done to return to the invoice.
Any payments you've recorded will now appear in the Payments Summary section of the invoice.
Android
First open the invoice you want to record a payment on. Then tap the Green Circle button in the bottom right and tap Payments.
The Payments screen will appear, which keeps track of any payments you've added and displays a progress bar for how much of the invoice has been paid.
To record a payment, tap the Green Circle button in the bottom right corner.
Enter the amount you've been paid here. Switch between percentage and dollars with the % and $ buttons. Or simply tap the Full button to automatically enter the full outstanding amount.
You can also change the date of the payment, and mark the payment as either Cash, Check, Credit or Bank Transfer.
Tap the Checkmark when you're done to go back to the Payments screen. Now you can enter another payment or tap the Arrow in the top left to return to the invoice.
Any payments you've recorded will now appear in the Payments Summary section of the invoice.
When an invoice is paid in full, it will move from your Active invoice list to your paid invoice list. You can switch between these views from the invoice list screen. Look for the Active and Paid tabs in the top left corner.
Web
First open the invoice you want to record a payment on. Then click the Payments button at the top of the screen.
The Payments screen will appear, which keeps track of any payments you've added and displays a progress bar for how much of the invoice has been paid.
To record a payment, click the Record Payment button in the top right corner.
Enter the amount you've been paid here. Switch between percentage and dollars with the % and $ buttons. Or simply click the Full button to automatically enter the full outstanding amount.
You can also change the date of the payment, and mark the payment as either Cash, Check, Credit or Bank Transfer.
Click Add when you're done to go back to the Payments screen. Now you can enter another payment or click Close to return to the invoice.
Any payments you've recorded will now appear in the Payments Summary section of the invoice.
When an invoice is paid in full, it will move from your Active invoice list to your paid invoice list. You can switch between these views from the invoice list screen. Look for the Active and Paid tabs in the top left corner.