Payments
Record any payment method, text customers a pay link, run card terminals, and let the books reconcile themselves.
Every repair order tracks its balance in real time. However the money arrives — cash at the counter, a tap on a terminal, or a link paid from the customer's couch — it lands on the RO the moment it happens.
The Payments tab
Open any repair order and switch to Payments. You'll see the invoice total, every payment applied, and the live balance due.
Recording a payment
For money taken outside the system, pick the method tile — Cash, Cheque, Credit/Debit, E-Transfer, plus Warranty and Internal for non-customer transactions — enter the amount, done. Split payments are normal — apply as many partial payments as it takes to zero the balance. Recorded a payment wrong? Void it with a reason; the void is logged with your name.
Card payments, built in
Activate card processing from the Payments tab — a short signup connects your shop's own merchant account, and your shop is the merchant of record. Once active you get:
Text-to-pay
Hit Text payment link to send the customer a secure payment link — same send dialog as estimates. They pay on their phone with a card; the payment records itself on the RO the moment it clears, and everyone's screen updates live.
Virtual terminal
Customer on the phone with a card number? Virtual terminal (key in card) takes the payment right from the Payments tab — no hardware needed.
Card terminals
Pair a physical card reader for tap and chip at the counter, including Interac debit for Canadian shops. The charge is driven from the RO, so the amount is always right and the payment records itself.
When plans change
- Refunds — issue a full or partial refund on any card payment straight from the RO; the balance updates accordingly.
- Reopened jobs — if a paid RO is reopened and the total changes, the balance recalculates and you collect (or refund) the difference.
- Overpayments — any amount collected beyond the invoice total becomes store credit on the customer's account automatically.
Why the books stay right
Card payments are confirmed by the processor before they're recorded — a payment on the RO means the money is real. Manual and card payments live in one ledger per RO, so the balance due is always the truth, and the revenue reports downstream agree with your bank.