Advances and Payments
Work under a work package often begins with an advance payment. Once the advance has been received, follow the steps below to record a payment from the client or a payment made to a contractor, subcontractor, or other service provider in Smetter.
Recording a payment or advance from the client:
- Go to the Client Overview or Client Payments tab and click Add/Delete Payment.
- Click Add Payment.
- Enter the amount received from the client and select the account to which the payment should be assigned.
The total amount paid by the client for the work package and project is available in the following sections:
- Project page → Progress Payment Summary → Paid column;
- Project page → Revenue indicator;
- Client Overview tab → Add/delete Payment button;
- the Progress Payment Summary report, which can be generated using the Export button in the Client Overview or Documents tab;
- Analytics → Projects report → Paid column.
Recording a payment or advance to a contractor
When making a payment or advance to a site supervisor, crew, contractor, subcontractor, or other service provider:
- Go to the Works tab.
- Click Add Payment and enter the amount paid.
Payments to subcontractors are available in the following sections:
- Work Package → Works → Chart → Paid indicator;
- Work Package → Works → Add Payment;
- the Subcontractor Progress Payment Summary report, which can be generated using the Export button in the Works or Documents tab;
- Analytics → Labor Remuneration report.
Result: All payments are recorded in the system, making it easy to track outstanding balances and settlements with clients and service providers.