Payments Dashboard

Leverage the new payments dashboard in the Documents tool to keep track of all your customer and vendor payments in one place! Associated payments are also shown in a vendor, customer, or job. Each dashboard lists all incoming and outgoing payments, gives you the chance to record payments, and offers custom views to organize and review them. Payments include those that are manually recorded on a bill or invoice and those that are added through the Evo, Stripe, or QuickBooks Online integrations.