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Payments

Record a cash, check, or other payment

Not every job gets paid by card. Record cash, a check, or another method on the repair order in two taps. No Stripe connection needed for these.

Plenty of customers still pay cash or write a check. Recording it takes two taps and doesn't need any card setup.

  1. Open the RO and click Take payment. The button sits at the top of the Line Items section. The outstanding balance is pre-filled.
  2. Pick the method. Cash, Check, or Other. These three record a payment you took at the counter.
  3. Confirm the amount and record it. Add a note if you want. The RO updates and the balance clears.

Cash, check, and other work whether or not Stripe is connected. To text a card link instead, connect your Stripe account first, then use take payment by text.

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