Taking a quick card payment without preparing quotes or invoice first, is simple.

On the Customers/Jobs home screen, you can press the "Take A Payment" button on the bottom of the screen.

Start by adding a "Job Title" on the first page under "What's it for?".

If you choose not to enter a job title, then just press Continue without filling in any name

Your job will simply be saved as the date and time you took the payment, as seen here for the job taken on the 29th January 2019 at 1:31pm. From here, follow the steps to add the amount you wish to charge your customer, along with the VAT terms, if applicable, as well as choosing your customer's payment method; Card, Paylink, or Cash. For card payments, select Debit/ Credit card option and follow the instructions.

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