What you'll need
- Signal
- The invoice the payment is for
- Choose Take a payment on the Board or on Money. Or open an invoice and choose Take payment.
- Choose the invoice. Invoices from today's visits come first.
- Check the Amount (£). Change it for a part payment.
- Under How they paid, choose Payment link or QR code, Paid in cash, Paid by bank transfer or Cheque. Add a Note · optional, such as a cheque number.
- Choose Take £…, or Show payment link.
What happens next
Payment recorded says what was saved. A part payment leaves the rest owed on the invoice. For a payment link, the payment link screen opens, where the customer scans the QR code or you send the link. See Card payments and payment links.
Payment link or QR code only shows once card payments are connected, on the web. Where they can't be connected yet, it says “Card payments are coming soon.”
If something goes wrong
- “Enter an amount in pounds.”: type the amount, like 18 or 18.50.
- “More than the £… owed.” or “Nothing is owed on this invoice.”: take no more than what's owed.
- “This invoice isn't waiting to be paid any more.”: it's already paid.
- “The payment didn't save”: check your signal and try again. Pressing twice still records one payment.
Who can do this
The owner, and managers with Can see invoices, take payments and set prices (Money).
Still stuck? Send us a message.