Getting paid
Card, PayShap and EFT, marking invoices paid and Bank match.
- How do I get paid by card?Set up card payments once, in Settings → Getting paid. Then your clients can pay every invoice by card, from the link you send.
- How long does card money take to reach my bank?Usually the next business day after your client pays. The paid invoice says where the money is, and the date.
- 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.
- How do clients pay by PayShap or EFT?Once you’ve added your bank details, every invoice shows them, with its number as the reference. Clients pay from their banking app.
- How do I mark an invoice paid?Open the invoice, choose Mark as paid and say how your client paid: cash, EFT, PayShap or your own card machine.
- What do I do when a client sends proof of payment?Check the money is in your bank first: anyone can make a proof of payment. Then open the invoice and mark it paid from there.
- How do I match my bank statement?Upload your bank statement, on your phone or the website: Bank match finds what its payments are for, and marks them paid.
Still stuck?
Email support@thetechcompanygroup.com and we’ll help, or see Support.