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Collect payments from your customers

You can collect several invoices from a customer at once, or apply a payment from a single invoice.

Collect from the customer's profile

1. Go to Customers. Tap the collect button on the customer's row, or open their profile and tap the collect / record payment button.
2. Enter the Amount received and tap Apply: Diego applies it to the most overdue invoice first. All collects the full balance.
3. Or enter an amount on each invoice: tap Full or type a partial payment.
4. Choose the Payment method: Cash, Card, Zelle or Check. For checks and transfers you can add a Reference.
5. Check the Payment date (it can't be in the future) and tap Record payment.

6. 

Give the receipt

1. The payment screen shows what's left on each invoice.
2. Print the receipt or send it by WhatsApp, then tap Done.

3. 

Collect from the invoice

1. Open the invoice in Invoices. In the payment section, choose the method and amount and confirm. Full Payment collects the whole balance.

Related articles

Create a cash or on-account invoiceCreate invoices paid now or on account with payment terms, and send them by email or WhatsApp.Make a sale at the Point of SaleAdd products, choose the customer and payment method, calculate change and give the receipt on paper or by WhatsApp.

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