Take a payment from a customer

You can collect or record a payment against any invoice with a balance due, whether the customer is paying by card on the spot or you're logging a cash or cheque payment after the fact.

1. Open the invoice

   Go to the invoice you want to take payment for and open it.

2. Tap Add Payment

   Tap Add Payment to open the payment dialog. The amount field pre-fills with the full balance due; tap Pay in full at any time to reset it, or edit the amount to record a partial payment.

3. Choose how to collect it

   If Stripe is connected, you'll see a Collect now section with your fastest available option shown first: a connected card reader, Tap to Pay, or Charge Card to charge on screen. Tap it to start the charge, or check More ways for the other methods available on your device.

4. Or record it manually

   Below the Or record manually divider, pick a payment method. With Stripe connected, the manual list is Cash, Cheque, Bank Transfer, or Other: Card is left off here to avoid confusion with the Charge Card option above (it reappears in the manual list only if Stripe isn't set up). Set the payment date if it wasn't today, and turn on Email updated invoice if you want the customer emailed a receipt.

5. Save the payment

   For manual entries, tap Save payment. For a card charge, the payment completes and the dialog closes automatically once the charge succeeds.

6. Tips

   If you cancel partway through a card charge, the invoice isn't affected. You can retry or switch to a manual method. The invoice's balance and status update automatically as soon as a payment is saved.