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How can I see projects that have been paid, but not signed?
How can I see projects that have been paid, but not signed?

Here's how you can use the Net Paid and Remaining Balance Custom Columns to see all project that have had payments applied to them.

Colin Connor avatar
Written by Colin Connor
Updated over 2 months ago

First, add the 'Net Paid' and 'Remaining Balance' Custom Columns

Now you can quickly see which projects have had payments applied, and how much is outstanding.

Next, filter your project list to just show you Quote Sent Projects.

Any project with a blank remaining balance has been completely paid.

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