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How do I collect a payment?

Record payments by card (SityPay), cash, check, or bank transfer on web or mobile.

Written by Rob Bull
Updated yesterday

Open the invoice > Payments tab > Collect Payment.

Payment methods:

  • Card (SityPay) β€” Process credit/debit card (requires SityPay setup)

  • Cash β€” Record a cash payment

  • Check β€” Record with reference number

  • Bank Transfer β€” Record a bank/wire transfer

Enter the amount, date, and any notes. After recording, you can email a receipt to the client.

Works the same on web and mobile.

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