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Payments Table Overview

Overview of the Payments Table for managing payment requests, recording payments, and processing credit cards

The Payments Table is a section on every PaintScout invoice where you manage payment requests, record manual payments, and process credit card charges. It is located between the Invoice and Options sections.

Screenshot showing the Payments Table located between the Invoice and Options sections on an invoice

Payment Requests

To initiate a Payment Request select the +Add/Request Payment section and select Request Payment from the pop-up.

Screenshot showing the Add/Request Payment pop-up with the Request Payment option selected

After your Payment Request has been sent it will show with a Pending status in the Payment Table.

Screenshot showing a payment request with Pending status in the Payments 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.

    Screenshot showing a payment request automatically updated to Paid status after credit card payment

  • 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.

    Screenshot showing the three-dot menu with the Mark as Paid option for alternative payment methods

Record a Payment

To record a manual payment select the +Add/Request Payment section and select Record Payment.

Screenshot showing the Add/Request Payment pop-up with the Record Payment option selected

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.

Screenshot showing the Record Payment form with fields for payment method, amount, date, and notes

This will then show in the Payments Table with a status of Paid.

Screenshot showing the manually recorded payment in the Payments Table with Paid status

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.

Screenshot showing the Add/Request Payment pop-up with the Take Credit Card Payment option selected

Enter the requested amount and directly input your customer's credit card details!

Related articles

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Add Payments to Invoices

How to manually add payments and credit card charges to invoices in PaintScout

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