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Current booking in home page not refering to manual payment

  • January 22, 2024
  • 3 replies
  • 25 views
Jessica Girard
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Hi! In the new HB home page we can see the current bookings for 2024 ($) but it seems to be the amount paid by my client IN HB and not the total amount (paid in HB and marked as paid). How to have it all under the current booking? Am I doing something wrong haha ? Thank you so much 😅

Best answer by Cassie H of Premier Ops Spot

Hi! I would reach out to Support about this using the Chat bubble. I just marked an invoice paid today (manually, paid by check), and it showed up immediately in my Payments box on the home page!

    3 replies

    Cassie H of Premier Ops Spot
    Community Legend
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    Hi! I would reach out to Support about this using the Chat bubble. I just marked an invoice paid today (manually, paid by check), and it showed up immediately in my Payments box on the home page!

    HB Pro | Process Optimization & Business Consulting
      Cassie H of Premier Ops Spot
      Community Legend
      Forum|alt.badge.img+7

      PS. If you want to double check that you marked the payment as paid properly, I  just shared screenshots of how to do it here: 

       

      HB Pro | Process Optimization & Business Consulting
        Jennifer Partin

        I was able to finally figure out how to enter a manual check but there is not a place to mark the check number or any details of who paid.  There is a section if you click on details but it not able to be edited and on the manual payment screen there is only the option of how to pay, not details.  Is there something I am missing?

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