How to Take Payment on a Draft Invoice
Open the Job or Transaction
Navigate to the relevant job, order, or transaction in OnRent Go.
Access the Draft Invoice
Go to the Invoices section.
Open the invoice that is currently in Draft status.
Review Invoice Details
Check that all charges, dates, and customer details are correct.
Make any necessary adjustments before taking payment.
Select ‘Take Payment’
While the invoice is still in draft, click Take Payment.
Enter Payment Details
Choose the payment method (e.g. card, cash, bank transfer).
Enter the amount being paid.
Confirm any required payment information.
Complete the Payment
Process the payment using your configured payment method.
Automatic Invoice Confirmation
Once the payment is successful:
The invoice is automatically confirmed
No manual confirmation step is required