Where on-site payments appear
On the ticket, the Collected on site card lists each payment with who collected it and when, and the Total collected on site. The job total does not change; the payments reduce what is still owed.
Record a payment
- On the ticket, select Record on-site payment.
- Under Spare parts, add each Part or item with its Qty and Price (SAR), exactly as the client paid. No VAT is added.
- Choose the Method (Cash or Bank transfer), the Payment date, and optionally a Reference and a Note.
- Select Record payment.
Correct or remove
Select Edit on a payment to fix it, then Save changes. The payment is then stamped as corrected by you.
Select Remove and confirm to delete a payment recorded by mistake. The amount goes back onto the job's balance, and the audit log keeps the details.
Limits
- On-site payments can be recorded only between an approved quotation and the invoice.
- The total can never be more than what is still owed on the job.
- Once the job is invoiced, the payments become part of the invoice and can't be changed.
Web and app
Both work the same way. In the mobile app, open the ticket and use the Collected on site card.
Tips
- Ask the technician for the receipt number and put it in Reference.
- Correct a payment before the invoice is issued. After that, changes go through the invoice.
Frequently asked questions
- Who can correct what a technician recorded?
- Roles that record on-site payments on any job, Super Admins and Operations Managers by default.
- Why can't I record a payment?
- The job needs an approved quotation with a balance left, and must not be invoiced yet.
Still stuck?
Our team can look at your request or account with you.