Collecting and recording payments is an equally important and exciting part of doing business. Sometimes you will find yourself on the road, and a customer wants to do business with you, or an old associate who wants to pay their dues. With the help of your Mobile App, you can do so for any invoice you may have.

Note: Depending on your permission level, you may not have access to all features.

Collecting Payment #

Inside your mobile app, head over to the Invoice section by clicking the apps menu, then selecting the Invoices option.

Long-press on the desired invoice to record payment.

From the available options, click Record Payment to load the available payment instruments.

Here, you can choose between cash, cards (new or saved), or manual entry (for checks, bank transfers, and other external payments).

Accept payment via your chosen payment method, and you’re done! Now you can accept payment for invoices wherever and whenever you need to.

Frequently Asked Questions #

How do I record a payment for an invoice on the mobile app? #

Open the apps menu, select Invoices, long-press the desired invoice, then click Record Payment to load the available payment instruments and accept payment.

What payment methods can I record? #

You can choose between cash, cards (new or saved), or manual entry for checks, bank transfers, and other external payments.

Why can’t I see all the payment features? #

Access to features depends on your permission level. If certain options are missing, your assigned permissions may not include them.

Where do I find my invoices in the mobile app? #

Tap the apps menu and select the Invoices option to open the Invoice section where your invoices are listed.

Can I record manual or external payments? #

Yes. The manual entry option lets you record checks, bank transfers, and other external payments against an invoice.

Can I collect payments while away from my desk? #

Yes. The mobile app lets you collect and record payments for any invoice wherever and whenever you need to.