The Budget tab is only available within the Project view, and the area where all finances are managed. Based on the image above, there are multiple approaches to how invoicing is managed. Note: A budget tab is not available within the Job view
One Project can have multiple Jobs, and multiple Invoices, but can also have a single Invoice for multiple Jobs.
The important detail is the invoices can actually be broken down based on the line item. For example, a single Job can also have multiple invoices should they have multiple line items.
Updates to invoices can quickly be made from the settings option on the top right of the Invoice. Existing Invoices can be resent, downloaded, or viewed at any time. Note, changes to invoices can also be made from the Invoice view.
By design, Payments on Field Complete are linked to an invoice. Within the Budget tab, the Invoice and payments are shown at all times. Should payment be added for the full invoice amount, the Invoice status will automatically be updated to "Paid".
At the bottom of the budget tab, you'll have access to the total finances for the Project. As Jobs are added, finances in the budget tab are automatically calculated.
Total Retail: Retail amount is the amount shown on the Invoice, and consistently customer facing. As the revenue for the Project, it will represent what customer is being charged, regardless of when Invoices are generated.
Invoiced: The amount accumulated for line items Invoiced. This figure would not include added payments.
Paid: As payments are linked to Invoices, there is a balance calculated for each invoice.
Balance: An accumulation of the differences between Invoiced and Paid amounts. Ultimately, $0 balance is your trigger to proceed to complete the Project.