Payments & collection
The job is done. Now close the loop.
From an invoice balance to a payment at the door. Watch the iPhone flow, bring the card close and follow the result back to the record.
Payment flow illustration
Your business
Amount to collect$300.00Amount to collect
The amount comes from the job or invoice. The technician can review it before collection.
In the real flow, the payment SDK opens the secure collection screen. This diagram shows where the customer presents a contactless card or wallet.
An attempted tap is not a recorded payment. Confirmation comes from the payment provider.
The confirmed payment and remaining balance stay connected to the customer and invoice.
Interactive diagram, not the Apple collection screen; no charge occurs. Tap to Pay requires an eligible iPhone, payment setup and app/provider approval. Public release availability must be confirmed.
Explore the actions in this area
Collected, still outstanding and spent — three different numbers, one financial picture.
Invoicing
Turn the amount owed into an invoice and follow its outstanding balance.
- 01Review the work and amount due
- 02create the invoice
- 03follow partial payments and the remaining balance.
Card payments
Collect by card or payment link through your connected Stripe account; reconcile recorded payments.
- 01Connect the payment account
- 02choose the invoice and collection method
- 03reconcile the provider result with the receipt and balance.
Expenses
Categorize spending and attach the supporting details to the expense.
- 01Record a supplier expense
- 02choose its category and attach supporting details
- 03review spending with the relevant business records.
Revenue reports
Separate collected revenue from outstanding invoices when reviewing the business.
- 01Choose the company and reporting period
- 02compare collected money with open balances
- 03inspect the records behind each total.
Tax engine
Review sales-tax calculations and supporting records for the configured jurisdictions.
- 01Review the configured jurisdiction
- 02inspect tax calculation on the transaction
- 03retain the supporting records for review.
Tap to Pay
Accept contactless payment on an eligible iPhone after payment-account and device setup.
- 01Set up an eligible iPhone and payment account
- 02open the provider collection flow
- 03record success only after the provider confirms it.
See where your day
could come together.
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