Receivables tab (Task)
In this tab, you can overview the task’s receivables, edit them, or add new ones.
In the receivables overview section, you can see the summary of all the added receivables. Here you can also:
add or edit an overall Discount / Surcharge.
deselect the Auto-calculate Total Agreed checkbox to edit the Total Agreed field manually. To change the default setting of this checkbox, go to the
Configuration menu > Projects and Quotes > Settings > Finance tab.
In the receivables table, you can:
check the receivables details. Hover over the receivable to activate the Receivable Display Panel with more detailed information.
click the
icons to switch between the statuses of the receivable:Open – the receivable is not ready to be sent.
Assigned – the preparation of the receivable is assigned to a person from your company.
Ready – the receivable is complete and can be sent to the client.
Sent – the receivable was delivered to the client.
Canceled – this status is displayed automatically in canceled projects.
click the
icon to edit the receivable.click the
icon to delete the receivable.
To find out how to add a receivable, see the Add a receivable and Use CAT analyses to define payables and receivables | Add CAT receivable (Classic) guides.
Receivables can also be configured at the workflow definition level. For details, see the Configure the task workflow definition – Receivables article.