Live from Xero — payments and prepayments received. Receipt actions are noted on the payment in Xero.
| Payment date |
PM Job # | Invoice | Contact | Amount | Converted | Install | Value | Deposit | Outstanding | Type | Receipt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hit Refresh to load payments. | |||||||||||
Orders installing in the range that have a site-clearance line in PM. Live from PM — nothing loads until you hit Run.
| Install | Order Ref | Name | Rep | Fitters | Contact No. | Address & Eircode | Units | Site Clearance on system | Amended | Skip Company | Drop off | Collect | Notes (skip location) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pick install dates and hit Run. | |||||||||||||
Orders from the last 2 years with a balance outstanding in PM, checked against the Xero invoice. Nothing loads until you hit Load.
| Hit Load to scan orders for outstanding balances. |
Orders installing in the range with astragal-bar items, as flagged in PM (Glass Features). Live from PM — nothing loads until you hit Run.
| Install | Order Ref |
Customer | Install status |
Astragal | Range / System |
Frame colour |
Glazing | Sent |
|---|---|---|---|---|---|---|---|---|
| Pick install dates and hit Run. | ||||||||
Orders installing in the range — value, deposit and outstanding straight from PM. Nothing loads until you hit Refresh.
| 2ND PAYMENT (95%) | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PM Job # | Contact | Converted | Install | Invoiced | Value (inc VAT) |
Deposit | Expected | Received | Due | Outstanding (MBN) |
Receipts | Rep copy |
Reminder |
| Pick install dates and hit Refresh. | |||||||||||||