How to record a payment

Quickly record a payment from a customer

1. From the work planner once a job has been completed, you can swipe right once more on the job from the done list. This will come up with the outstanding amount, but can be edited

2. This can also be done from the customer details, you can click the pink plus button and hit payment from there

3. The same payment screen comes up - here you can see I’ve added references to the outstanding invoice numbers

4. Once the payment is complete, this shows as paid in the customer details

5. If you go to the finance tab, you can see the date of the payment and amount paid by the most recent invoice

6. If you click on this, you can see the details of the payment