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Tutorials

Tutorial

Take a payment

Open an invoice, record a payment received and confirm the balance. Card payment links and Tap to Pay are not enabled for this market. You can record payments received manually.

Steps4
Time4 minutes
Screenshots4
Step 1

Open the invoice

Use Invoices, a job money section, or a quote action to open the invoice that needs payment.

Take a payment - Open the invoice
Screenshot from the running app: Open the invoice
Step 2

Review the Get paid panel

Check the invoice total, paid amount, outstanding balance and deposit.

Take a payment - Review the Get paid panel
Screenshot from the running app: Review the Get paid panel
Step 3

Record payment

Record a cash, bank, cheque, card or other payment received outside AllQuote. Online card payment links are not enabled for this market.

Take a payment - Record payment
Screenshot from the running app: Record payment
Step 4

Tap to Pay is not available in this market

Tap to Pay is not enabled for this market. Use manual payment recording instead.

Annotated placeholder of the Australian Tap to Pay step; it does not show an available feature in this market.
Take a payment - Tap to Pay is not available in this market
Annotated placeholder: Tap to Pay is not available in this market