Step 1
Open the invoice
Use Invoices, a job money section, or a quote action to open the invoice that needs payment.
Tutorials
Screenshot from the running app: Open the invoice
Screenshot from the running app: Review the Get paid panel
Screenshot from the running app: Collect or record payment
Annotated placeholder: Use Tap to Pay where supported
Tutorial
Take a payment
Open an invoice, choose a payment method, collect or record payment, and confirm the balance.
Step 2
Review the Get paid panel
Check the invoice total, paid amount, outstanding balance, deposit, and available payment methods.
Step 3
Collect or record payment
Send the online payment link where available, or record a cash, bank, cheque, card, or other manual payment.
Step 4
Use Tap to Pay where supported
On supported mobile devices with the payment provider configured, use Tap to Pay. Otherwise use online payment or manual recording.
Tap to Pay requires supported mobile hardware and a configured payment provider, so this step is shown as an annotated placeholder.