Collecting payments on the phone app

In this article, you'll learn how to take a payment on the phone app, right from a job or an invoice. It's how you get paid before you leave the driveway, or send the customer a way to pay later.

Everything happens on one page, Collect payment. Card payments run through your own Stripe account, so connect Stripe first. Until you do, tapping Tap to Pay or Type card manually takes you to the Payments settings screen instead. Cash, check and the other hand-recorded methods work without Stripe.

To open Collect payment from a job:

1. 1.Open the job and tap the Finance tab.
2. 2.Open the Payments section and tap Add payment.

To open Collect payment from an invoice:

1. 1.Open the invoice.
2. 2.Tap Collect payment under Send invoice. You can also tap Add payment in the Payments section.

What's on the Collect payment page

At the top you'll see Amount due, with what's owed over the job or invoice total. If a tip is already on the record, a line under it says so. Under that are the ways to pay:

• •Charge card ending ..., when the customer has a card on file
• •Tap to Pay on iPhone (just Tap to Pay on Android)
• •Type card manually
• •Send payment link
• •Offer financing (Sunbit), if you've added a Sunbit link in your financing settings and the customer has a phone number
• •Under Or pay with: Cash, Check and Other payment methods

If the balance is zero, the buttons are greyed out and the page says Nothing is owed on this job. (or on this invoice.)

Changing the amount

The page starts from the full balance. To take part of it:

1. 1.Tap Edit next to the amount.
2. 2.In the Amount to collect sheet, type the amount.
3. 3.Tap Save.

Taking a card with Tap to Pay

Your phone becomes the card reader. The customer taps their card or phone on it.

1. 1.Tap Tap to Pay on iPhone (or Tap to Pay).
2. 2.Check the payment summary and tap Approve Amount.
3. 3.Hand the phone to the customer. They see Would you like to add a tip? and can pick one of your percentages, tap Custom tip amount to type their own, or tap No tip. Then they tap Add tip or Continue.
4. 4.Under Add your signature, they tap Tap to sign, sign, tap Done, then tap Pay with the total.
5. 5.When the screen says so, they hold their card or phone to the top of the iPhone, or the back of an Android phone. You'll see Approved when it goes through. Tap Done.

If tips are turned off in your settings, the tip step is skipped. If a tap doesn't go through, you'll see Didn't go through with the reason, and Try again starts it over. A tip picked on the tip screen is saved to the job right away, so it carries into the retry. See Using Tap to Pay on iPhone and Android for setting it up the first time.

Typing a card in

Typing a card takes the same steps as a tap, and ends on a card form instead of the reader.

1. 1.Tap Type card manually.
2. 2.On the Card payment screen, tap Approve Amount, then pick a tip or No tip and tap Continue (or Add tip).
3. 3.Under Add your signature, the customer taps Tap to sign, signs and taps Done. Then tap Continue to card with the total.
4. 4.The card form opens in the app. Enter the card and tap Charge with the amount.
5. 5.The form says Payment approved while it books, then Paid. Tap Done to go back to the job.

Collect payment closes when the card form opens. The job picks the payment up on its own once it lands.

Charging a card on file

If the customer has a saved card, tap Charge card ending followed by the last four digits. It charges the full balance right away and the page shows Paid. More in How to add a card on file for clients.

Sending a payment link

1. 1.Tap Send payment link.
2. 2.On the Send invoice screen, pick Via SMS or Via email, check who it's going to, and tap Send.

Collect payment then shows Listening for payment… and turns to Paid when the customer pays. Tap Stop waiting if you don't want to wait on the page. More in Sending payment links.

Recording cash, check and other payments

1. 1.Tap Cash or Check. For anything else, tap Other payment methods and pick one, like Venmo, Zelle, Cash App or Bank transfer.
2. 2.Check the amount. Tap it to change it.
3. 3.Set the Payment date, and add a Check number or Reference number if you have one.
4. 4.Tap Submit payment.

The page closes as soon as you submit, and the payment goes on the job and its invoice. More in Recording cash and other offline payments.

Sending a receipt

After any payment lands, the app asks Send a receipt? Tap Yes, then choose Text, Email or Both. Tap Not now to skip it. After a tap payment, the question comes up when you tap Done.

Related articles

• •Creating and sending invoices on the phone app
• •Using Tap to Pay on iPhone and Android
• •Recording cash and other offline payments
• •Sending payment links
• •How to collect tips from clients