{
  "product": "Quikpair",
  "module": {
    "slug": "sales",
    "title": "Sales & invoices"
  },
  "task": {
    "slug": "collect-payment",
    "title": "Collect a payment",
    "question": "How to collect payment on a sale in Quikpair"
  },
  "url": "https://www.quikpair.com/how-to-use/sales/collect-payment/",
  "summary": "Take money against an invoice, in full or in part.",
  "steps": [
    {
      "n": 1,
      "instruction": "Open the sale, or tap Pay on its row in the list.",
      "controls": [
        "Collect payment"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/sales/payment-flow-1-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/sales/payment-flow-1-mobile.webp"
      }
    },
    {
      "n": 2,
      "instruction": "Enter the amount — or tap Full, Half or Quarter to fill it in."
    },
    {
      "n": 3,
      "instruction": "Choose the payment method: cash, card, UPI, bank transfer or cheque."
    },
    {
      "n": 4,
      "instruction": "Pick the account the money lands in."
    },
    {
      "n": 5,
      "instruction": "Add a Reference — the cheque or Transaction ID — and notes if you need them, and set the payment date and time if it was not today."
    },
    {
      "n": 6,
      "instruction": "Record the payment.",
      "controls": [
        "AMOUNT TO COLLECT",
        "Collect"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/sales/payment-flow-2-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/sales/payment-flow-2-mobile.webp"
      }
    }
  ],
  "notes": [
    "Partial payments are fine — the invoice keeps showing what is still due.",
    "Amount to Collect defaults to the balance due; type over it to take less.",
    "Print the invoice without collecting does exactly that — the customer gets their paperwork and the money stays outstanding.",
    "No payment accounts set up yet? Create one under Payment accounts first, or the money has nowhere to land."
  ]
}