Watch: requesting an advance
Swipe the screen to move between steps.
The Payment card
On the web, the Payment card sits beside the ticket. In the mobile app, it is on the ticket page. Under Advance payment it shows the status (Requested, Partially paid, Paid or Skipped) with Requested, Paid and Due.
Below that, Job total, Total paid and Remaining balance come from the approved quotation, or from the invoice once there is one.
Request or change the advance
- Select Request advance, or Change advance if one exists.
- Enter the Amount (SAR). It can't be less than what the client has already paid, or more than the approved quotation's total.
- Add a Note to the client if useful.
- Select Request advance or Save advance. The client is notified.
Record a payment or send a link
- Record advance payment: for a bank transfer or cash. Enter the Method, the amount (no more than what is due), a Reference and the Payment date, then select Record payment.
- Create payment link: makes a secure N-Genius checkout link for the amount due. Copy it or open it, and send it to the client. This needs a configured payment gateway.
- Skip advance: the client pays on invoice instead. Possible only while nothing has been received.
When the advance closes
You can request, change or skip the advance until the ticket is invoiced, closed, cancelled or its quotation is rejected. When the invoice is issued, the advance already paid is applied to it.
Internal team tickets take no advance.
Who can do this
Super Admins and Operations Managers by default. Payment links also need the gateway tools permission, which both roles hold by default. If you don't see a button, your role or the ticket's stage doesn't allow it.
Tips
- Request the advance right after approval, so materials can be ordered without delay.
- In the app, share the payment link with the phone's share sheet.
- Record a bank transfer as soon as it shows in the account, so the client isn't chased for money already paid.
Frequently asked questions
- Why can't I skip the advance?
- The client has already paid part of it. You can still lower it, but not below what was paid.
- Why don't I see Create payment link?
- The gateway isn't configured, nothing is due, or your role lacks the gateway tools permission.
- Can the client pay only part of the advance online?
- No. Online payment always covers the full amount due. Partial amounts are recorded by hand.
Still stuck?
Our team can look at your request or account with you.