Receivables tab (Smart project)
In this tab, you can check, add, and edit project receivables. For details, see the Add a receivable guide.
After you have added one or several receivables, they will be displayed in the Receivables tab.
Check the receivables summary in the overview section. Here you can:
add discounts or surcharges to all receivables at once in the Discount/Surcharge section.
deselect the Auto-calculate Total Agreed checkbox and enter the required sum in the Total Agreed section. To change this checkbox's default setting, go to the
Configuration Menu > Projects and Quotes > Settings > Finance tab.
Check the receivable details in the receivables list and Receivable Display Panel section. To edit a receivable, click the
icon.