Taking a quick card payment with your smartphone

Taking a quick card payment without preparing quotes or invoice first, is simple.

On the Customers/Jobs home screen, you can press the "Take A Payment" button on the bottom of the screen. 


Start by adding a "Job Title" on the first page under "What's it for?".


If you choose not to enter a job title, then just press Continue without filling in any name:


Your job will simply be saved as the date and time you took the payment, as seen here for the job taken on the 29th January 2019 at 1:31pm. From here, follow the steps to add the amount you wish to charge your customer, along with the VAT terms, if applicable,


as well as choosing your customer's payment method; Card, Paylink, Pay by Bank app or Cash. For card payments, select Debit/ Credit card option and follow the instructions.


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