Taking payments
You will be able to: Choose the right payment mode and record references; Split a payment across modes and compute change; Explain how credit customers and dated cheques differ.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Payment is step eight of the flow. You can take money on the invoice sheet when you create the invoice, or later from Receive payment on the Invoice tab. The sheet shows what is still to pay, asks How did the customer pay? and lets you take part payments.
| Mode | What you enter | Where it goes |
|---|---|---|
| Cash | Amount received | Cash and bank register, counted at day close |
| Card | Amount and the card reference | Cash and bank; card settlements move card takings to the bank |
| Bank transfer | Amount, reference, bank account | Into the bank account, default bank if none chosen |
| Payment link | Amount and the link reference | Counted with the bank modes |
| Cheque (dated) | Cheque number and cheque date | Cheques in hand until the cheque clears |
After saving, Print receipt or WhatsApp receipt gives the customer proof. A dated cheque is not money yet, so it is not counted in the day's takings; it joins Cash and bank when the cheque clears.
Who pays now and who pays later
The Paid now box starts with the whole balance for a customer known to pay cash, and starts empty for a credit customer, so a credit customer's invoice is not silently settled in cash. Leave it empty and the whole invoice stays on his account, due after his credit days. A walk-in sale in Quick Invoice is paid in full now.
Split payments
Press + Add payment to split an invoice across modes. The sheet shows Paid, Balance due and, for cash, Change due. Card, transfer and link cannot be more than the balance, because you cannot give change on them.
Try it in the demo
- Open the Garage demo at https://garage.zeyto.app and open an invoiced job with a balance.
- Press Receive payment and look at the modes, the amount box and the references.
- Open Cash & bank from the Accounts hub and find the day's receipts by mode.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Payment can be taken at invoicing or later, in parts and across modes.
- A credit customer's Paid now box starts empty; the balance stays on his account.
- Change due applies to cash only.
- A dated cheque sits in Cheques in hand until it clears.
Check yourself
5 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.
1. Which payment modes can be taken on the payment sheet?
Select all that apply.