Record a cash, check or card payment

Which way to use#

• The customer paid the whole balance by cash or check at the office: use Mark as Paid in the web app.
• A technician is collecting cash or a check on site: record it in the Android app, which keeps the method and check number.
• The customer is paying by card over the phone or at the counter: use Collect Payment, which also takes part payments.

Mark an invoice paid (web)#

1. Go to Invoices and find the invoice.
2. Open the row menu and click Mark as Paid. It only appears on sent invoices with a balance.
3. Confirm Mark as Paid. The full balance is recorded as received and the invoice shows Paid.

Mark as Paid always settles the whole balance and does not record the method or a check number. For a part payment, take it by card with Collect Payment, or record it in the field app.

Record cash or a check in the field (Android)#

1. On the job in the Ormi app, open the payment screen.
2. Choose cash or check and enter the amount. A check needs the check number.
3. Save. Cash and check payments count as received straight away.

Take a card from the office (web)#

1. On the invoice, click Collect Payment.
2. Check the Customer and Amount (any amount from $0.50, so part payments work).
3. Use a saved card, Use new card and type the Card Details, or Express checkout for Apple Pay or Google Pay.
4. Optional: tick Email receipt to customer, then click Process Payment.

What if this fails?

Collect Payment is greyed out with "Payment setup is required first".

Card payments need Stripe. Finish Connect payments, or use Mark as Paid for money already received.

I don't see Mark as Paid.

It shows only on sent invoices that still owe money, and only to roles allowed to mark invoices paid (Admin and Office Manager by default).

I marked the wrong invoice paid.

Contact us before changing anything else, so the payment history stays correct: (972) 944-0404 or [email protected].

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