Customize the Payment Received Module

In this topic, we'll show you how to customize the Payment Received module for your project. You can easily customize the default Table View for the Payment Received module for all the team members in the project. Please note that the team members will also have an ability to add their own personal views from the Payment Received Dashboard.

From Settings > Modules

  1. Click on the profile image located on the top right corner of the Builderbox screen.



  2. Click on Settings.



  3. Click on Modules, listed on the Settings menu.



  4. Click on Select Project drop down and select a Project.





  5. Click on the Gear (Settings) icon located next to the Payment Received module. It is listed under Builderbox Contract Management.




  6. To setup the default Table View for the Payment Received module, click on the Manage Columns link.



  7. Click on the Remove icon located next to the Receipt Number column. The Receipt Number column will no longer show in the Table View on the Payment Received page.
    Note: Every user (team member) can set up her own view from personal settings, once customized on personal account level, the default Table View will be over written with the personal settings.



  8. To add the column back to the Table View on the Payment Received page, click on the Add icon located next to the Receipt Number column.





  9. You can also change the column arrangement by simply dragging-and-dropping columns up and down in the list.



  10. Click on the Save Changes button to save all the changes.



  11. Click on the OK button.


From the Payment Received Dashboard

A user (team member) can easily customize her own personal Table View for the Payment Received module using the Manage Columns settings.

  1. Click on the Payments module from the left navigation. 



  2. Click on Payment Received.



  3. Click on the Manage Columns button.



  4. Update the column settings by adding or removing the columns from the list and by dragging and dropping the columns up and down and then click on the Save Changes button.



  5. Click on the OK button.


Save

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