How to collect payment on a sale in Quikpair

Take money against an invoice, in full or in part.

Steps

1. Open the sale, or tap Pay on its row in the list.

   

   • 1 Collect payment

2. Enter the amount — or tap Full, Half or Quarter to fill it in.
3. Choose the payment method: cash, card, UPI, bank transfer or cheque.
4. Pick the account the money lands in.
5. 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.
6. Record the payment.

   

   • 1 AMOUNT TO COLLECT
   • 2 Collect

Good to know

• 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.