Payment collections
This content is for Spring ’26. Switch to the latest version for up-to-date documentation.
Payments can run as their own visit task or alongside an order. Transactions are created when you open the payment task; mobile configuration controls which payment methods and fields appear.
Invoice payment
Section titled “Invoice payment”- Open the Visit and the Payment task.
- Tap Invoices (or the equivalent entry for unpaid invoices).
- Select the invoices to pay.
- Return to the payment type list. You can add an Account payment on the same run if your process allows.
- Choose the payment method and amounts, complete any required fields, then Collect.
Account payment
Section titled “Account payment”Use when paying down the account balance without tying to a single invoice.
- Open the Visit and the Payment task.
- Tap Account Payment.
- Enter the amount, choose the method, complete details, then Collect.
Receipts
Section titled “Receipts”After capturing payment, the overview may offer Account payment receipt or Invoice payment receipt for customer-facing proof.
Paying with credit notes
Section titled “Paying with credit notes”- Open the Payment task.
- Tap Credit Notes.
- Select notes with available balance.
- Choose the payment method line, complete data, then Refund (or the confirmation action your layout uses).
Partial payments
Section titled “Partial payments”You can pay part of an invoice or consume only part of a credit note; remaining balances stay on the record until cleared.
Custom payment method fields
Section titled “Custom payment method fields”Bank, card, or other methods can expose extra fields (sort code, card digits, expiry, etc.) from Objects to Sync on the payment method object.