Payments & Settlement

An invoice is the immutable commercial document. A payment is a separate settlement event. Completing work, posting an invoice, and collecting money are not interchangeable states.

Post the invoice

Open an eligible completed repair order, review the current totals and posting prerequisites, then use the normal invoice action. Posting freezes the document facts used by downstream registers. Guidance never posts an invoice for you.

Record manual tender

For real money taken outside a connected processor, use the repair order’s payment control and choose the actual method exposed by the shop—cash, card/debit, cheque, e-transfer/ACH, store credit, or other configured tender. Enter the amount actually received. Split/partial settlements create separate signed-ledger events.

Connected card processing

Payment links, hosted checkout, virtual terminal, or reader workflows require the supported processor to be configured and Ready. Provider success must be recorded before ShopCommander presents the payment as complete. Provider fees and regional method availability belong to the provider relationship, not the core application claim.

Reverse; do not erase

If a payment was recorded incorrectly, use the available reversal/refund control with a reason. The original and reversing entries remain linked. A failed refund cannot make the invoice falsely unpaid or erase the original settlement history.

Verify the balance

The current balance follows the posted document and non-reversed settlement ledger. Use the Payment Register/Daily Close for reconciliation. Do not infer cash, bank settlement, warranty reimbursement, or store credit from an RO status alone.