Recording a payment, including in installments
A customer paid you? Record it in seconds, whether or not it's linked to a car.
A video for this guide is in preparation.
- Open the payment from the order, or click Record a Payment from Payments.
- Enter the amount received.
Answer Was this money received? — Yes — received now counts toward the order immediately; No — expected later is just a reminder that doesn't change the balance until the money actually arrives.
- Save — the remaining balance is recalculated immediately.
Two ways to record a payment
A payment can be linked to a specific car (in which case it counts toward its balance and status), or be standalone — for a service fee or refund that isn't tied to any particular car.
Before you save, the screen already shows you what will still be owed after this payment. If the amount exceeds what's still due, an overpayment warning appears — check the figure before continuing.
What's next?
Understanding payment statuses
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