MoveBoardOn the quote (sales side)
At the foot of Quote Details:
| Line | Means |
|---|---|
| Grand Total | The price: moving charge, fuel, valuation, storage, materials, services and fees, less the discount, plus taxes. A range when labor time is a range. |
| Payment | What has been paid so far. Pending, voided and refunded money doesn't count. |
| Balance | Grand Total − Payment. A range when the Grand Total is. |
On a multi-day move, each day's Balance is that day's total less that day's payments. Choose ALL to see the whole order: the order's total less every payment.
On the closing
The closing side holds what was actually charged on the day:
| Line | Means |
|---|---|
| Total Cost | What the job came to. |
| Deposit Received | The deposit already paid. |
| Payments Made | Every payment so far. Press it to open the payments. |
| Total Due | What's left, with which way it goes. |
Total Due reads:
- $120.00 (still owed) — the customer owes this.
- -$94.50 (overpaid) — the customer paid more than the job came to. Press (overpaid) to refund the difference: Refund Payment opens with $94.50 already filled in, and you pick which payment it comes back from. See Refund what the customer overpaid.
- $0.00 — settled.
Total Due follows straight away when a payment or refund is made, even with the pop-up still open.
In the Payments window
The window's Total adds every settled payment and takes off refunds. Pending and voided payments add nothing.