Once you create a job/quote, you can collect a payment (deposit or full payment) in a number of ways:
USING A CREDIT CARD:
Use an existing card number on file
Use tap, insert or swipe if the customer is in person and you have a card reader or you have 'tap to pay' set up on your phone
Use a payment form when taking a credit card number over the phone
Send the customer a payable invoice (via SMS or email) so they can add their own credit card information
USING CASH, CHECK OR 'OTHER':
You can collect cash or a check from a customer for a deposit
You can mark a payment method as "Other" for payments using other payment processors (besides UrPay, Stripe, or Square), Venmo, Paypal, etc.
Payments made by cash, check or 'other' are not processed through Urable but simply recorded within Urable
To collect a deposit or full payment:
Go to the job and click ADD at the bottom of the screen and "Payment."
In the "Payment Amount" section:
for a deposit: enter the amount of the deposit on the "Custom" line
for a full payment: this will be reflected by default in "Amount Due"
If a credit card is being used to collect the payment click Urpay, Stripe or Square (whichever processor you use) and you'll see the options for:
an existing card on file
tap, insert or swipe
the payment form
send payable invoice (send to customer via SMS or email)
If a credit card is not being used to collect the payment, you can click cash, check or 'other' and record the payment
If "Other" is being used you can set up "Custom Payment Methods" (such as Paypal, Zelle, Venmo) in Preferences > Payments so payments taken outside Urable and be recorded and tracked more specifically (see screenshot below):
