You can record a payment from a few different places within Squeegee:
- The job itself from the work planner
- The customer
- The owing screen
- The invoice view
To record a payment from the work planner/my work section, you can either:
- Swipe right again after swiping the job as done to open the payment dialog. (Once done, the job moves to the 'done jobs' list at the bottom of the list of 'not done' jobs) - this is shown in the video below.
- Open the done job by pressing on it, pink plus button and pressing 'payment' to open the payment dialog
- Open the job details from the planner, pink plus button and press 'done and paid' to complete the job and add a payment in one step.
Once the payment dialog is open, if the customer owes from any previous appointments, this will show in the total balance. You can select this, the specific job that has just been completed (or if there are more than one outstanding, any of the individual invoices, or 'other amount' which allows you to set any total.
Once you have done this, you can select record and then choose the method of payment:
You can add any reference for your records and change thew date if needed before pressing the final 'record' at the bottom of the screen.
The same dialog can be opened from the owing list, or customer list.
Use the search bar at the top to type in any details that will bring back the customer you need to record a payment for, or order the list by rounds, debt age, amount owing etc:
The same dialog can be opened from the invoice view, with the same search function or a set of filters allowing you to choose the date range and status of the invoices shown:
If you have any more questions or queries, or would like to see what other features Squeegee has to offer, please take a look at our help page at https://squeeg.ee/help or alternatively you can ring us on, 020 7861 4401