{
  "product": "Quikpair",
  "module": {
    "slug": "customers",
    "title": "Customers"
  },
  "task": {
    "slug": "collect-payment",
    "title": "Collect from a customer",
    "question": "How to collect a customer payment in Quikpair"
  },
  "url": "https://www.quikpair.com/how-to-use/customers/collect-payment/",
  "summary": "Take money against everything they owe, and decide which documents it settles.",
  "steps": [
    {
      "n": 1,
      "instruction": "Open Customers and tap the red balance on their row, or use Collect.",
      "controls": [
        "View pending payments"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/customers/collect-flow-1-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/customers/collect-flow-1-mobile.webp"
      }
    },
    {
      "n": 2,
      "instruction": "Enter the amount, or use Quick Select Amount — Full, Half or Quarter of what they owe — or Custom Amount to type your own."
    },
    {
      "n": 3,
      "instruction": "Payment Allocation Preview shows where the money is going: Auto Distribution settles the oldest documents first, and Applied to names each one with what it takes."
    },
    {
      "n": 4,
      "instruction": "Not happy with the split? Tap Edit Amount on a row and set what that document should take. Paying Now updates as you go."
    },
    {
      "n": 5,
      "instruction": "Choose the method and the account it lands in, and add a Reference or Transaction Reference for a cheque or transfer."
    },
    {
      "n": 6,
      "instruction": "Set the date if the money came in earlier, and add notes.",
      "controls": [
        "Full",
        "Collect"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/customers/collect-flow-2-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/customers/collect-flow-2-mobile.webp"
      }
    },
    {
      "n": 7,
      "instruction": "Record it.",
      "controls": [
        "Full",
        "Collect"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/customers/collect-flow-2-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/customers/collect-flow-2-mobile.webp"
      }
    }
  ]
}