How do I review the payment history for a Bill?

Contractor Foreman makes it easy to review payments associated with a Bill, allowing you to see payment activity, the remaining balance, and other payment details. This can be useful when verifying payments, checking outstanding amounts, or maintaining accurate financial records.

Open the Bills Module

Start by going to the Bills module from the Main Menu. This opens the Bills dashboard, where you can view your existing Bills.

1. Select the Bill You Want to Review
2. From the Bills list, locate and open the specific Bill you want to review.
3. You can use the Search for Bills field or available filters to quickly locate the Bill.

Once you open the Bill, you will see the available navigation options on the left side.

Select Payments

From the left sidebar, select Payments.

This opens the Payments History page for the selected Bill.

 What You Will See in the Payment History Section

The Payments History section provides an organized view of payments recorded against the Bill.

It includes:

• Payment Date – The date the payment was recorded.
• Notes – Any notes entered when the payment was recorded.
• Amount – The amount of the recorded payment.
• Balance Due – The remaining amount owed on the Bill.
• View icon – The eye icon can be used to view additional details about the payment.

The Balance Due amount is displayed at the top right of the Payments History section. This makes it easy to determine whether the Bill has been fully paid or still has an outstanding balance.

Reviewing Payment Details

If you need additional information about a particular payment, click the eye icon next to the payment.

This allows you to review the available details for that payment.

Note: The exact information displayed after selecting the eye icon may vary depending on the payment and information recorded.

Summary

To review the payment history for a Bill:

1. Open the Bills module.
2. Select the Bill you want to review.
3. Select Payments from the left sidebar.
4. Review the Payments History section.
5. Check the Balance Due to see whether an amount remains outstanding.
6. Select the eye icon to view additional payment details when available.

Reviewing payment history provides a convenient way to confirm payment activity and monitor outstanding balances for individual Bills.