Taking a quick Pay by Bank app 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 Pay by Bank app payments, select Pay by Bank app option and follow the instructions.
