Get paid and record payments

Every simple job has a Payments tab. It shows the contract value (the linked quotation total), what has been paid, and what is still outstanding. There is no separate invoice to create: change the quotation and the amounts follow.

For deposit, progress and final payments, break the contract value into stages:

1. 1

   Open the Payments tab

   On the job, choose Payments.

2. 2

   Press Set up stages

   Pick a preset or add your own. Each stage is a percentage of the contract or a fixed amount in MYR.

3. 3

   Add due dates

   Optional. Late stages are flagged so you know who to chase.

Press Copy pay link and send it to the customer. They open a page with your branding and pay through CHIP: FPX online banking, cards, e-wallets, and DuitNow QR. When the payment clears it is recorded on the job and a receipt goes to the customer, so there’s nothing for you to reconcile by hand. The same link keeps working for later stages.

Paid by bank transfer or cash? Log it on the job:

1. 1

   Open the job's Payments tab

   Find the job in Jobs.

2. 2

   Press Record payment

   Enter the amount received, how it was paid, and optionally which stage it covers.

3. 3

   Handle part-payments

   Record less than the full amount and the outstanding balance updates automatically.