The manual recording of a payment is required when:
The technician needs to collect payment at the end of the visit / job
The customer calls you and wants you to take payment by credit card without going through Plannit Pay (our online payement option)
The customer sends you a cheque, Interac transfer or other type of payment outside the Plannit platform.
Here's how to proceed:
From the invoice, click on the "Actions" button
Select "Pay".
Enter the payment as follows:
For a credit card payment, enter the card details and save;
For another type of payment, click on the "MANUAL PAYMENT" tab, enter the information (including reference numbers if required) and save.
This will change the status of the invoice in the list in the Invoices tab of the main menu.