Collect Payment

💳 How to Collect Payment (Record Payment)

📍 After invoice is created, go to: dashboard & click invoice number Find the invoice you want to collect payment for, then click “Record Payment”

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🧾 Example Invoice Info

• Invoice Total: $32.25

• Amount Paid: $0.00

• Remaining Balance: $32.25

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✅ Steps to Record Payment

1. Select Payment Method

Choose how the customer is paying:

• 💵 Cash

• 💳 Card

• 📱 eWallet

• 🏦 Bank Transfer

• 🐾 Or any custom method you’ve set up

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2. Choose Payment Amount

You can:

• Tap Full Amount – to auto-fill the total $32.25

• Tap Half Amount – to collect 50% upfront

• Or manually enter any custom amount

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3. Hit “Record Payment”

Once confirmed, the system will:

• ✅ Update invoice status

• 📬 Mark payment received

• 🧾 Save to your records automatically

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✨ After Recording Payment

• You can now Print Receipt or Send to Customer

• Invoice will update to Paid or Partially Paid based on amount received

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👀 Pro Tips

• 🧾 Always confirm the correct amount before recording!

• 🧮 Partial payments? No problem—GoPet AI tracks balances for you

• 📤 Want to send a reminder later? Use the invoice link to follow up