Part Paid

Jobs > Part Paid lists jobs where the work is 100% complete but at least one customer invoice has not been paid. The page heading reads Part Paid & Fully Invoiced. It is mainly used by accounts and operations to keep an eye on money still owed on finished work.

What you see

A job appears on this list when both of the following are true:

• The job’s overall progress is 100% (a project manager has reported the job complete).
• At least one invoice on the job is still in Suggested, Pending, Sent or Hidden status. In other words, not every invoice is Paid.

As soon as the last invoice on the job is marked Paid, the job drops off this list.

Columns

Column	Meaning
Accepted At	The date and time the job was created, which is when the quote was accepted.
ID	The job reference number, for example 25080180.
Customer	The customer the job is for.
Parent	The customer’s parent organisation, if the customer was set up under one (for example a body corporate manager or real estate agency). Blank for most residential customers.
Address	The site address of the job.
Tags	Any tags that have been added to the job on the job page.
Tradespersons	The tradespersons assigned to the job cards on this job.
Price	The job price (the accepted quote value).
Status	The current job status (see below).

The Actions column has an eye icon. Click it to open the job page in the same tab.

Job statuses you may see

Status	Meaning
Pending Deposit	The quote has been accepted but the deposit invoice has not been paid.
Deposit Paid	The deposit is in and the job is waiting to be scheduled.
Ready to Schedule	The job is ready for the planning board.
Accepted	The job has been accepted and is moving through the accepted jobs flow.
Colour Consultancy Pending	A colour consultation is booked or in progress and has not been agreed yet.
Waiting Service Agreement	Waiting on the customer or tradesperson service agreement (originally named Colour Consultancy Agreed).
Waiting on Trades	Booked but waiting on tradespersons before it can start.
In Progress	Every job card has a start date, so the job is considered underway.
On Hold	A project manager put the job on hold in a site report.
Completed	The job has been reported 100% complete. Most jobs on this list will show Completed.
Paid	Everything finished and paid. Jobs only reach Paid once every invoice is paid, so they leave this list at the same time.
Cancelled	The job was cancelled.

Because the list only includes jobs at 100%, you will mostly see Completed. If a job shows a different status here it usually means the status was changed by hand after completion, or the job was completed by a route that does not set the status. It is worth opening the job and checking.

Invoice statuses behind the list

The list is driven by invoice status, so it helps to know what each one means:

Invoice status	Meaning
Suggested	The app has proposed the invoice (for example a progress payment released by job progress) but nobody has approved it yet. See Suggested Invoices.
Pending	The invoice has been approved and is waiting to be issued. See Pending Invoices.
Sent	The invoice has been issued to the customer and is awaiting payment.
Hidden	A scheduled invoice that is held back until its progress milestone or repayment date arrives. See Scheduled Invoices.
Paid	The customer has paid.

What you can do

Search and sort

1. Type a job reference number (or part of one) into the Search box and press Enter or click the magnifying glass. The search matches the job reference only, not the customer name or address.
2. Choose 15, 25 or 100 in the Per Page selector to show more rows.
3. Click a column heading to sort by that column. Click again to reverse the order. The default order is by Accepted At.

Review a job’s outstanding invoices

1. Click the eye icon in the Actions column to open the job.
2. Open the job’s invoices tab. Invoices that are not Paid are the reason the job is on this list.
3. Follow your normal process for the invoice’s status: approve a Suggested invoice, issue a Pending one, or chase the customer on a Sent one. See Invoices for the full invoice workflow.

How it works behind the scenes

• A job’s overall progress percentage is set by the project manager’s site report on the iPad app. When the project manager reports 100%, the job status automatically becomes Completed and, if the customer has signed off on the iPad, the final sign off is recorded. See Job Progress for how progress flows through the system.
• Reaching 100% releases any Hidden progress invoices whose milestone has been met, turning them into Suggested invoices for the office to approve. Variation invoices are handled separately and are never released by job progress.
• The job leaves this list only when every invoice on it is Paid. A job with all invoices paid, all job cards at 100% and all advances paid is treated as fully completed elsewhere in the app.
• Jobs on a repayment plan can sit on this list for a long time after the work finishes, because the remaining instalments stay as Hidden invoices until each one falls due.

Tips and gotchas

• This list only shows jobs at 100%. A job that is 95% complete with unpaid invoices will not appear here, even if the customer is behind. Use Job Progress or the Invoices pages for those.
• The Price column is the job value, not the amount outstanding. Open the job to see which invoices are unpaid and for how much.
• The related list Part Paid / Advanced shows jobs where money has gone out to tradespersons while customer invoices are still unpaid, regardless of how far along the job is.
• If the table says “Whoops! Looks like there’s no data here”, there are simply no finished jobs with unpaid invoices at the moment.