Enter Client Selection Payments

CONSTRUCTIONONLINE - ENTER CLIENT SELECTION PAYMENTS

OBJECTIVE

To enter payments made towards Client Selections in ConstructionOnline

BACKGROUND

If there is one thing your clients love, it is the ability to customize as much of their project as possible. By using ConstructionOnline's Client Selections feature, you'll be able to present Selections to them in a clean format that is user-friendly and easy to interact with.

STEPS TO ENTER CLIENT SELECTION PAYMENTS

  1. Select Client Selections from the left menu
  2. Choose the correct project from the dropdown menu in the top left of the screen
  3. Scroll to the Selection for which you want to enter payments
  4. Click on the name of the Selection
    1. This will open the Edit Selection modal
  5. Select the Payments tab
  6. Enter price and payment information
  7. Click Save Changes when finished

VIDEO


RELATED TOPICS

  • Edit a Client Selection

SUPPORT

For more information on Client Selections, contact UDA Technologies at 800-700-8321.