Creating a New Payment in Job Card Page

Introduction

This article shows you how to record a customer payment on the Job card page.

Before recording a customer payment, you first need to create a job, submit an estimate, and convert an estimate into an invoice. That work is described in other articles. For more information, see:

You can also create a payment with the technician app. That task is described in a different article. For more information, see:

1 Opening the Job Card page

The first step is to locate a job card.

  1. Scroll up to the top of the page and locate the main menu bar.
  2. Click Accounts. A drop-down menu displays.
  3. Click Jobs. The Jobs page displays.
  4. Locate the job card you want to edit by recording a payment.
  5. Click View. The Job Card page displays.
Opening the Job Card page

2 Opening the Payments panel

The next step is to open the Payments panel for a job.

  1. On the Job Card page, scroll down to Payments.
  2. Click the +Payment button.
Opening the Payments panel
  1. The Payments panel displays.

3 Selecting an invoice

  1. With the Payments panel open, click the Invoice Options box. A drop-down menu displays.
  2. Select an invoice to match the payment. The menu closes and the invoice number displays.
Selecting an invoice

4 Selecting a date

  1. The current date displays in the date box.
  2. To change the payment date, click the date box. A calendar displays.
  3. Click the date you want to record for the payment. The calendar closes and the new date displays in the date box.
Selecting a date

5 Entering an amount

  1. Enter the payment total in the Amount box. Do not include a dollar sign.
Entering an amount

6 Selecting a payment method

  1. Click the Payment Method box. A drop-down menu displays.
  2. Select a payment method from the list. The menu closes.
Selecting a payment method

7 Entering receipt or authorisation number

This information is optional and isn’t required to complete the Payments box.

  1. Click the Receipt/Auth Number box.
  2. Enter a receipt number or authorisation number.
  3. Click Save. The Payments box closes.
Entering receipt or authorisation number
  1. The payment is now registered on the Job Card page.
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