Confirm a receipt
1
Open Payments to confirm
On Home, under Payments to confirm, tap the receipt.
2
Review it
In Confirm payment, check the Customer, the Amount, the Date, and what it’s for.
3
Confirm it
Tap Confirm payment. Ash lets the customer know.
The payment plan
A job can be paid in parts. In the customer panel, you see Payment plan with each part:
Amounts can be in MXN or USD. If a payment isn’t part of the plan, choose Something else.
On Home, you also see Payments due.
Record a payment by hand
If you got paid some other way, tap Record a manual payment: upload the receipt, choose which payment it’s for, enter the amount, how they paid, and the date, and tap Save payment. No one is notified.Who sees payments
Not everyone on the team sees the money. Who sees what →Next steps
Files Ash sends
Your payment details, so Ash can send them.
Who sees what
The money rule.