Taking payment

Three ways to get paid, and they're all on the job. Which one you use is mostly about whether you're still standing in the customer's driveway.

1. Record a payment

Record logs money you already collected, with the amount pre-filled from the job total. Cash, check, or a card you ran on your own reader.

This doesn't move money, it records that money moved. The methods available come from the Payment Methods list in Settings > Organization.

2. Create payment link

Generates a URL you can text. The customer taps it, pays by card, and the invoice marks itself paid.

This is the fastest way to get paid in home services. Sending it before you pack the van, while the customer is still looking at clean windows, converts far better than an email they'll open on Thursday.

3. Send invoice

Emails the invoice with a pay button. The right choice for commercial customers with an accounts process, and the slowest choice for residential.

Tap to Pay

If you're taking cards in person on a phone, that runs through Stripe. Connect Stripe first in Settings > Payments, then the card reader options become available. Without Stripe you can still record cash and checks, you just can't charge anything.

Where payments show up

Reports > Payments lists everything you've taken, broken down by method with amounts and percentages. Two exports sit at the top: Export payments for what you've collected and Export unpaid for what you're owed.

Export unpaid is your chase list. Run it weekly.

Tips and gotchas

• Payment links beat invoices every time for residential work. Text it on site.
• Recording is not charging. Record logs cash you already have.
• Stripe is required for cards. Everything else works without it.
• Export unpaid weekly. Debt gets harder to collect the older it is.
• A saved card on the customer turns future invoices into one click and is required for subscriptions.

Next up: Payment methods