Turn approved work into an invoice and take payment

Create the invoice#Link to the section “Create the invoice”

1. Open the work order. Once its status is Approved, Ready, Completed or Invoiced, select Create Invoice at the top. You can also create it from the Payment tab, which keeps you on the work order.
2. If the work order already has an invoice, the button reads View invoice. New invoice raises a second one after asking you to confirm, for the times you split a job across two invoices.

Take a payment at the counter#Link to the section “Take a payment at the counter”

1. On the work order, open the Payment tab.
2. Under Take a payment, the Amount starts at the balance due. Enter less to take a deposit, and add a Reference, like a check number, if you have one.
3. Pick how they’re paying: Cash, Credit or Debit, External terminal, Check, Other, Send to A/R or Store Credit.
4. Check the amount and select Record.

Credit or Debit sends the charge to your card reader and needs Stripe connected. External terminal records a card you ran on a machine outside RVDesk. Each payment is listed with its method and amount, and the balance due updates.

Send the invoice so the customer can pay from their phone#Link to the section “Send the invoice so the customer can pay from their phone”

1. Open the invoice with View invoice and select Send Invoice.
2. Choose Email or SMS, then select Send.
3. The customer opens the link and selects Make Payment to pay by card.

If your shop hasn’t connected Stripe, the invoice tells the customer to call the shop to pay instead.