Record a payment and print the receipt

Use this when a customer pays you for a repair, in full or in part. You can then print or send them a payment receipt.

Before you start

• The job needs a price first. Add at least one service or part with a price. Otherwise you see “This job has no charges yet. Add a service or part price first.”
• Don’t see Add payment? Ask your shop owner to let you record payments (Payments — Record payments).

Steps

On a computer

1. Go to Jobs and click the job.

2. Click Job actions, then click Add payment.

   If your shop takes PhonePe payments, a Select payment method window opens first. Click Add payment in it.

   The Add payment window opens. At the top you see the bill amount and how much is still due.

3. Choose the Payment mode, for example Cash or Card.

4. Check the Amount. It starts with the full amount still due. Change it if the customer pays only part.

   

   Desktop

5. If you like, click Add more details. Here you can add a Transaction ID, a Cheque number (for cheques), the Payment received date, a Comment, or change the job Status and Assignee name.

6. Click Add payment.

   The Payment created window opens: “The payment is recorded against the account.”

7. Under Print, click Document for an A4 receipt or Thermal for a receipt printer. Under Notify customer, tick how to tell the customer and click Send & close.

   Some ways may already be ticked, from your shop’s defaults. To close without telling the customer, click Close.

   

   Desktop

On a phone

1. In the bottom bar, tap Jobs. Then tap the job.

2. Tap ⋮ (Actions). Then tap Payment.

   

   Phone

3. Choose the Payment mode and check the Amount.

4. Tap Add payment.

5. In the Payment created window, tap Document or Thermal to print. Or tick how to tell the customer and tap Send & close.

Done!

The payment is saved on the job. Its payment status updates straight away, for example to Paid or Partially paid.

Good to know

• Print the receipt later. On the job page, click Documents and find Payment receipt. All payments are also listed under Billing › Payments, where you can download a PDF.
• Taking an advance. Turn on Advance payment in More details to take more than the amount due right now. Without it, you see “Can’t be more than the remaining amount”.
• A sale. Open the sale, click Actions (on a phone, ⋮) and then Add payment. Payments already taken show under Payment information on the sale.
• In India with PhonePe connected, you first see Select payment method. Pick Add payment for cash, card or anything you took yourself. See Collect payments with PhonePe.

Something not right?

• To take one payment for several bills of the same customer, see Take one payment for several bills.
• If you see a different invoice number than you expected after a payment, see Invoice numbers and automatic invoices.