Take a payment on a visit

After you finish a visit, How are they paying? shows on the visit summary, with the amount.

1. Choose Paid now (cash or card), Send a pay link or Leave it on their account.
2. Paid now, then Cash: check Cash received. The app shows Change to give. Give the change, then tap Record with the amount. Without signal, it's Record cash offline.
3. Paid now, then Card: tap Make payment link. The customer scans the QR code, or tap Send link by text. Wait for Payment done before you leave.
4. Send a pay link: the customer gets a pay link by email, or by text if there's no email, as soon as the phone has signal.
5. Leave it on their account: it's added to what they owe.

Moved on without answering? The summary said Payment not answered yet, and the visit keeps a Take payment button until it's answered or paid.

Direct Debit customers: the visit says Pays by Direct Debit. Nothing to take at the door. If they hand you money anyway, tap Take payment anyway.

Customers invoiced once a month: the visit says On their monthly invoice. Nothing to take today. If they give you cash, tap Given cash? Put it on their account, type the Cash received, and tap Put … on their account.

What happens next

Payment done shows the Method and the Receipt. Cash records the amount due, not what was handed over. The receipt is emailed once the payment reaches the office.

Cash works without signal: it says Cash saved on this device, and sends later.

If something goes wrong

• No signal for a card: choose Card, when there's signal, then Send link when back online. Or take cash, or leave it on their account.
• “Card payments aren't set up”: the owner can turn them on. Until then, take cash, or leave it on their account.
• “The link wasn't sent to the customer”: for example, they have no email or mobile number. Show them the QR code instead, or take cash.
• “The link couldn't load.”: no payment is confirmed. Try again, or tap Choose another method.
• Still needed: the cash is short. Collect the rest, or choose another method.
• “Couldn't send receipt”: tap Retry receipt. The payment is still confirmed, so don't take it again.
• “Payments for this visit are handled by the office.”: you don't take money for this visit.

Who can do this

Cleaners on their own visits, when the owner has turned on Cleaners see prices and payments in Settings, Business details. Owners and managers with Money, working their own visits.