How to take payment
Tap All actions at the bottom left, then tap Payments.
If the job has no payment yet, choose who is paying. Choose Customer when the customer pays everything. You can change this later.
If a line says Quantity missing, fill in the quantity with + and −.
Check the total and tap To payment.
Enter who is paying, and choose Card, App or Cash. For card payments, enter the reference from the card terminal. Tap Confirm received.
It now says Received. Tap Done.
Who pays?
Customer: the customer pays the full amount.
Agreement + customer: the customer pays the excess, the agreement pays the rest.
Business customer + insurance: the business customer pays the excess and VAT, the insurance pays the rest.
Other payer: for everyone else.
After the payment
Payment confirmation sends the receipt to the customer.
Correct corrects the payment if something went wrong.
Customer can't pay now?
Tap Invoice customer later. The office will then send an invoice to the customer. If you don't know the quantity, tap Let the office fill in and invoice.
Is the customer only paying the excess? See Collect the excess on site.