Payments ledger & balance

The payments side tracks money flowing to the crew. Each entry has a type, and the contract balance is worked out live from your acts and payments.

Payment types

TypeWhat it does
AdvanceMoney paid up front, before work is acted.
ProgressAn interim payment against work done.
Retention releasePays out retention you had been holding back.
FinalThe closing payment on the contract.
Back-chargeDeducted from what you owe — e.g. rework or damage charged back to the crew.
CorrectionA signed adjustment, up or down, for anything else.

How the balance is derived

The workspace shows four figures, all computed on the fly — nothing to reconcile by hand.

  • Earned — the NET total of every approved act.
  • Retention — retention held on approved acts, less any retention already released.
  • Paid — advances, progress, final and retention-release payments added up.
  • Owed — earned minus paid, minus back-charges, plus corrections.
Payable now is what you can safely release today: the amount owed less the retention still being withheld, never below zero.
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Частые вопросы

No. Payments only move money to the crew and change your side of the balance. What the client is charged comes from billing an act, which is entirely separate.

Retention keeps a share back automatically. "Payable now" already subtracts the retention still held, so you release it deliberately with a retention-release payment when the work is signed off.