How to collect a customer payment in Quikpair

Take money against everything they owe, and decide which documents it settles.

Steps

  1. Open Customers and tap the red balance on their row, or use Collect.
    Collect from a customer, step 1, on a desktop browserCollect from a customer, step 1, in the mobile app
    • 1 View pending payments
  2. Enter the amount, or use Quick Select Amount — Full, Half or Quarter of what they owe — or Custom Amount to type your own.
  3. 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.
  4. Not happy with the split? Tap Edit Amount on a row and set what that document should take. Paying Now updates as you go.
  5. Choose the method and the account it lands in, and add a Reference or Transaction Reference for a cheque or transfer.
  6. Set the date if the money came in earlier, and add notes.
    Collect from a customer, step 6, on a desktop browserCollect from a customer, step 6, in the mobile app
    • 1 Full
    • 2 Collect
  7. Record it.
    Collect from a customer, step 7, on a desktop browserCollect from a customer, step 7, in the mobile app
    • 1 Full
    • 2 Collect