This feature allows you to set a job as a ‘pay when paid job’. When a creditor invoice is created against a job, the payment is automatically set on hold. Meaning, it won’t be available in a payment proposal until it’s released.
Unfortunately there is no automation to release it when the invoice on the job has been paid, but you can easily see the transactions which are on hold. An extra process is required but it’s worth it to make sure you don’t pay an invoice before you’ve been paid for it.
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SETTING A JOB AS PAY WHEN PAID
Jobs > select job > settings > job finance settings
When you tick the box, if there’s already a creditor invoice on the job, a dialog box will pop-up asking if you want to put the payment on hold:
RELEASING THE INVOICE FOR PAYMENT
Once you receive the debtor payment, go to Finance & Administration > Creditors > Creditor invoices pay when paid
Select the creditor invoice related to the job (you can search the job number) and click ‘release payment from on hold’:
You can then select which creditor invoices you want to release for payment
Your payment will now be available in a payment proposal
If there’s creditor that should never be put on hold, you can select ‘exempt from pay when paid hold’ in the creditor sidebar > payment settings menu