- 1
budget — the agreed price
set on the overview tab. doesn't change unless you renegotiate. for change orders, edit the budget and explain it in an update post so the customer's portal reflects the new total.
- 2
outstanding — drawn but unpaid + un-drawn
shows on the project list. equals total scheduled draws minus total paid draws. if your draws sum to less than the budget, that gap is also outstanding (you haven't billed it yet).
- 3
watch them shrink as the build progresses
every paid draw drops outstanding. final payment at delivery brings it to zero. when outstanding is zero before the build's done, you've over-billed — or the customer paid early.
tipthe outstanding number is the most useful single figure for cash-flow conversations. "we're $4,500 outstanding on the wilson credenza" beats "we have a $12k project with $7,500 in draws."
still stuck?
we respond to every message within 24 hours.