Collecting Payments for Completed Jobs

The following guide will explain how you will collect payments for your invoices.

There are 2 types of payments within FlatRateNOW, Deposit/Progress Payment and Final Payments.

 

As the name suggests, you will use the Deposit/Progress payment to capture and record a payment against the job. This can be complete as a dollar amount or percentage amount.

 

It’s important to note that a 10% deposit is the most you can take at the start of a job and that you should be collecting a progress payment at the end of each day.

 

How to capture a Deposit/Progress Payment

Capturing a Deposit/Progress payment is as follows:

  1. Open your invoice
    InvoicePage
  2. Click ‘Pay Deposit/Progress’
    depositpayment
  3. Select the payment method
    1. If they are using Stripe, you will need to enter their card details

    selectpaymentmethod
  4. Either use the Percentage Scroll bar or enter the Dollar Amount they are paying
    scrollbaroramount
  5. Click ‘Confirm Payment’
    confirmpayment
  6. Your payment will now be registered Under Payments
    1. FlatRateNOW will automatically sent the receipt to your client
  7. You may send the statement to your client by clicking the button ‘Send Statement To Client’
    paymentrecorded

 

How to capture a Final Payment

Capturing a Final Payment is as follows:

  1. Open your invoice
    InvoicePage
  2. Click ‘Final Payment’
    clickfinalpayment
  3. Select the payment method
    1. If your client is paying with STRIPE, you will need to enter their card details

    paymentmethodsfinalpayment
  4. Enter a figure into write off if you’d like to reduce the amount your client owes.
    1. Learn more about the write off

    writeoff
  5. Click ‘Confirm Payment’
    confirmpaymentfinalpayment
  6. Your payment will now be registered under Payments
    1. FlatRateNOW will automatically sent the receipt to your client
  7. You may send the statement to your client by clicking the button ‘Send Statement to Client’
    finalpaymentstatement