How do I add a cash payment to a customer/job?
We get it, some people still pay with cash! If you receive a cash payment, you can:
Add a cash payment to a job
- Select the job from the
Work
orJobs
tab.
- Click
Mark as done
.
- Select
Add cash payment
and enter theCash amount
received. TheCash amount
can be different to the job cost. The cash payment is added to the customer's balance.
- Click
Done
to mark the job as done and update the customer's balance.
When the job is marked as done, getSoapy automatically invoices the customer's account and deducts the job cost from the customer's balance, and adds the `Cash amount` to the customer's balance
Add a cash payment to a customer
- Select the customer from
Manage
>Customers
.
Use the search feature to quickly find the customer you're looking for.
- Click the menu icon in the top-right corner and select
Add cash payment
.
- Enter the
Amount
received.
The `Amount` can be different to the outstanding balance. The cash payment is added to the customer's balance and is applied to the oldest outstanding invoices first.
- Click
Add
to add the cash payment to the customer's balance.