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

If you take payment from a customer outside of getSoapy (by cash, cheque, bank transfer, card, or any other way), 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. Click the menu icon next to the job from anywhere in the app (Home page, Work view, Jobs page, Customer jobs tab) and select Mark as done.

2. Click Show more options.

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. Search for the customer or go to Tools > Manage > Customers and select the customer.

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. The Received at field will be auto-filled with the date and time. Tap to change the date and time the payment was received.

5. Enter the Amount received.

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