How do I collect payment on site?
- Get the card signed, then press Collect payment on the card.
- Show the customer the QR code of your pay link or your bank details. Once the invoice is issued, the sheet shows what is still to pay, GST included.
- Pick how they paid and press Customer paid. Before the office issues the invoice, type what the customer paid first.
- The office sees Paid on site on the Service Dash and records the payment when it lands in your account.
Worth knowing
Customer paid is a word to the office, never a payment. YourCA never takes or holds a payment. A word made before the invoice goes on the invoice when the office raises it.