How do payments and documents work?
Payments run through the company account and stay on the job, with invoices, receipts, photos, and certificates on the same record.
Updated
Payments are handled through the company organisation account. Customers see the required payment step on the job page, and payment state stays attached to the job so the team can see what has been paid, what needs chasing, and what has been receipted.
Documents such as invoices, receipts, photos, completion proof, and certificates should stay on the job record so the company can find the full history later.
Still stuck? Email support@tradehand.com with your company name.
