Module 15.1 Recording payments

By the end of this module, you'll be able to mark invoices as paid from the appointment on the planner including the fastest option if payment is collected at the time of completing the job, the 'done and paid' option.


15.1: Recording payments

For workers who are taking payment at the time of completing the job, there are a few options.

The quickest way is by pressing onto the job from the planner view, and selecting 'done and paid from the pink button menu which opens up the payment dialog to select how much (if the worker is allowed to see prices) and the payment method.

Other ways of getting to this same payment dialog include swiping left again after marking a job as done and invoiced, pressing into the job once it's invoiced and selecting the payment option, selecting the amount and type and pressing record at the bottom.