Record a Payment on a Job Invoice

When you receive payment from a client, you want to record those payments for your records and provide a paid job invoice to your client.

Note: Tap Inspect Payments will record the payment for you when a client uses the Pay Now button.

Follow these steps to record a customer payment.

1. Sign in to your Web Account
2. Open the Job to the Schedule tab.
3. Scroll to the Invoice section.
4. Tap Add Payment.
5. Verify the Amount and Transaction Date are correct.
6. Select the Payment Method.
7. Add a Note if desired.
8. Tap Save Changes.

The Payment will be added to the job Invoice, the Amount Due on the invoice will be updated, and a Payment Receipt message will be sent to the client.