The Payments Table allows you to effortlessly manage payments, send payment requests, and keep track of all your transactions. You can locate the Payments Table on Invoices, situated between the Invoice and Options sections.
Payment Requests
To initiate a Payment Request select the +Add/Request Payment section and select Request Payment from the pop-up. +Learn more about sending a Payment Request here.
After your Payment Request has been sent it will show with a Pending status in the Payment Table.
When your customer pays using their credit card through PaintScout Payments, the status of the Request will automatically update to Paid once the payment is received.
If your customer is paying through another method, such as cash or check, you can manually mark the request as paid by selecting the three dots to the right of the request and choosing mark as paid.
Record a Payment
To record a manual payment select the +Add/Request Payment section and select Record Payment.
Enter the payment method, the amount paid, and the payment date. You may also leave a note regarding this payment, such as a check number, and mark this payment as a deposit if needed. When all details are entered select Confirm.
This will then show in the Payments Table with a status of Paid.
Take Credit Card Payment
To manually take a credit card payment on-site with your customer, first, click on the +Add Payment/Request option, and select Take Credit Card Payment.
Enter the requested amount and directly input your customer's credit card details!
If you have any questions, please reach out to our support team!