Review Homeowner Financials in HOP

Goal - How HOP Financials Work

For Homebound Team Members to fully understand how HOP Financials Work and to be able to guide the Homeowner in using them. Note: Financials will not show up in HOP🐰until an Invoice has been approved by the HOC and PM and synced with Quickbooks. Here are more resources on Homeowner Invoicing and Managing Bills & Invoices Across Project.

Watch the HOP Finances Demo Video

Finances Page

From the Finances page the Homeowner can:

• See the Total Contract Prices and the Amount Paid to Date

• Hover over the Doughnut to see the Invoiced amount broken down by Cost Code

• See a Comprehensive list of all Invoices sent to them with the Paid Status

View Details

From the View Details Screen the Homeowner can review a line item for each Cost Code included in their contract with initial Price, the Amount Paid to Date as well as the Remaining Balance.

Invoice Review & Commenting

From the complete list of Invoices on the Financials page the Homeowner can click into each Invoice to:

• Review a full PDF of the Invoice

• Make a Comment on the Invoice if and when they have questions

This is what it will look like when a Homeowner previews the full PDF of Invoice

Questions? Feedback? Email us at Product-Support@Homebound.com or chat with us in Blueprint!