This lesson will show you how to use the checkout wizard to receive payment and invoice the client. This lesson requires you to be checked into a job.
Select the job you would like to receive payment for.
The job status has to be "Work Order" to use the quick checkout process shown in this article. For Quote and Completed jobs, you can manually produce the invoice, receive payment and issue the invoice using the job and billing actions.
Inside the job, tap Check Out.
For the purposes of this example, we will assume that you have been checked into the job and are just finishing it.
Tap Job Completed and then tap Add Payment.
This checkout page is a quick way to mark the job status as completed, record that you have received payment, produce an invoice and then issue it to the client. You will only be brought to the Checkout page when checking out of a job with the status of "Work Order", not "Quote" or "Complete".
Select Payment Method and then hit Receive Payment.
This payment method will record which way you received the payment in the diary. You can also accept credit card payments via Stripe, click here to learn more.
Payment has been received, now tap Produce Invoice/Receipt to issue an invoice then tap Finish.
Note: Please make sure that the Produce Invoice/Receipt button is enabled.
Select your issue method, in this case Email Invoice.
Issue invoice options work as follows:
None - will save the payment details and change the job status, but wont send an invoice.
E-mail - will bring up the E-mail function and allow you to select a template or write a personal E-mail.
Print - will bring up the Print function and allow you to select any AirPrint printers within range.
SMS - will bring up the SMS function and allow you to send an invoice via SMS message
Tip: Check out this video tutorial about sms invoicing.
Post - will bring up the Post function which allows you to confirm the address and postage cost before posting. *note* Posting is currently only available in Australia.