You can quickly and easily collect payment from your customer with just two clicks!
Navigate to your Orders page
Find the order that needs to be paid
Search by order number, customer name or boat name
Once you click on the right order, you'll be on the order's page. From here, scroll down until you see the Payment box.
You can make a payment using the customer's credit card. If they don't have a card on file, you can request one.
You can also mark the order as paid via cash/check.
The order's timeline will show when the estimate is seen, the invoice is seen and when any payments have been received.
Partial Payments & Deposits
You can process partial payments using different payment methods, i.e. 50% card / 50% cash as needed.
You can process a partial payment to collect a deposit on the order.
For more information on how to update the order pricing, please visit our Editing Order Details article.