How do I take payment on the spot?

On the invoice, tap Take payment, then Scan to pay: your client scans a code and pays on their own phone, there and then.

  1. Step 1: Open the unpaid invoice and choose Take payment.

    Step 1 on the website: Open the unpaid invoice and choose Take payment.
  2. Step 2: Choose Scan to pay. Your client points their phone’s camera at the code and pays on their own phone.

    Step 2 on the website: Choose Scan to pay. Your client points their phone’s camera at the code and pays on their own phone.
  3. Step 3: No camera on their phone? Choose No camera? Hand them this screen, and they pay on your computer.

    Step 3 on the website: No camera on their phone? Choose No camera? Hand them this screen, and they pay on your computer.

By card, the invoice marks itself paid. By PayID or bank transfer, check your bank, then mark it paid.

No client on the invoice? You’re asked who’s paying first: pick a client, add one, or choose Walk-in customer.

Take payment is there once your clients have a way to pay: card payments, your bank details, cash. Already paid? Tap Mark as paid instead.

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