Once downward payments have been made on a contract, you can review the payment details and history from the contract dashboard.
Click to expand the following sections and learn more.
Payment details
The contract dashboard's Recent payments tab provides a high-level overview of all new, in progress, and completed payments, displaying only the amount received, date received, and estimate number.
To view a payment's full audit trail and activity, click View details from the link on the payment card or from the three-dot action menu.
Click Filter by business to view all payments related to a particular business on the contract.
Good to Know
In the payment activity details, the payment date displayed is the date that was entered when the payment was recorded. To view the date that the payment was recorded in the Signet service, export the payment and refer to the Recorded date column.
Payment history
Select the Payment history tab to see a high-level overview of all payments made on the contract, displayed as a list. The preview shows the amount received, date received, estimate number, payment status, and the options to view and export the estimate details.
Use the Filter drop-down menu to select All or Late payments to display. Use the search bar to find payments by keyword.