Taking a quick Pay by Bank app payment

 

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. 

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

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

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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,

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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.

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