How do I add a payment to a customer/job?

If you take payment from a customer (by cash, cheque, bank transfer, card, or any other way) outside of getSoapy, you'll need to record it to keep your invoices and customer balances accurate. There are two ways of doing this in getSoapy:

• Add an external payment to a job
• Add an external payment to a customer

Add an external payment to a job

1. Select the job from the Work or Jobs tab.

2. Click Mark as done.

3. Toggle the Add external payment option.

4. Select the Payment method from the drop-down menu.

5. The Payment amount will be auto-filled with the job cost. If you received a different amount, update the amount here.

6. Click Done to mark the job as done and update the customer's balance.

Add an external payment to a customer

1. Select the customer from Manage > Customers.

2. Click the menu icon in the top-right corner and select Add external payment.

3. Select the Payment method from the drop-down menu.

4. Enter the Amount received.

5. Click Add to add the external payment to the customer's balance.