Steps To Process The Payment In A Quote Or Job Via Cash.
1. After creating the service for the quote, Click on 'Payment'.
Note: Learn more about 'How To Create a Quote' and 'How To Add A Service'.
![Click on Payment](https://images.tango.us/workflows/c7c81fcc-a929-4a89-950d-c98016859e2a/steps/a3e9a6a1-3b92-4520-a4be-cd5902e7c072/a8ceab19-8390-4d2d-94e8-ff6c63bfb712.png?mark-x=5&mark-y=492&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
2. There are three primary methods available for processing payments in Jacktrade, and those are:
a. Cash
b. Credit Card
c. Cheque
In this example, we will process the payment with 'Cash'.
![Click on Cash](https://images.tango.us/workflows/c7c81fcc-a929-4a89-950d-c98016859e2a/steps/392d4a9c-45a7-4891-88d9-90e94d225b33/9972702c-6594-467a-bc01-40b3cbf4c14d.png?mark-x=404&mark-y=280&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xODAmaD0xMDAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
3. Select the service for which you intend to initiate the payment.
![Click on Commercial - Surveillance Mar 1, 2024 - Total: $300.00 Due: $300.00 Pending](https://images.tango.us/workflows/c7c81fcc-a929-4a89-950d-c98016859e2a/steps/d04cfef2-9d11-4c7f-a364-ca6e77840ca9/82987574-f4b6-40da-b2c7-ebfc5587013a.png?mark-x=250&mark-y=479&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz01MjgmaD04NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
4. There are three types of charges. You can select anyone and initiate the payment.
a. Full - You have the option to process the entire payment amount by choosing this selection.
b. Partial - You have the option to process a partial payment amount by choosing this selection.
c. Percentage - You can include a percentage, which will automatically be calculated based on the total amount of the service.
![Click on Full …](https://images.tango.us/workflows/c7c81fcc-a929-4a89-950d-c98016859e2a/steps/66b212eb-18d1-4088-8ca9-c68970b0c216/45a61df3-1b2a-4edc-ad8f-e96a2089071b.png?mark-x=948&mark-y=479&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zMTYmaD0yNiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
5. Enter the payment note. (Optional Field)
![Click on Sample Payment Note](https://images.tango.us/workflows/c7c81fcc-a929-4a89-950d-c98016859e2a/steps/be4ac91e-0e25-4599-a1df-213950e9a8e0/69506f0e-91e7-4b79-85fc-94c84eaf10e4.png?mark-x=837&mark-y=662&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz01MjgmaD03NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
6. Click on 'Pay'.
![Click on Pay](https://images.tango.us/workflows/c7c81fcc-a929-4a89-950d-c98016859e2a/steps/95206288-076e-4c2f-b453-a32b4568f540/3de0abdc-0616-45e4-81c7-9b3b33453aa7.png?mark-x=1315&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
7. Enter the optional signature, include a tip if needed, and click on 'Pay'.
![Click on select-fleet](https://images.tango.us/workflows/c7c81fcc-a929-4a89-950d-c98016859e2a/steps/54ec3864-5880-4ea9-880d-48d21254056b/9a6096b0-8578-440f-a716-ce37dd380a3a.png?mark-x=343&mark-y=88&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz03NDAmaD03NDYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
![Click on Pay](https://images.tango.us/workflows/c7c81fcc-a929-4a89-950d-c98016859e2a/steps/080eb817-5d38-4312-8ddd-7da370cefb14/f8bd4ed6-7079-4302-898a-679e8a4bd334.png?mark-x=968&mark-y=107&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
8. Click on 'Confirm'.
![Click on Confirm](https://images.tango.us/workflows/c7c81fcc-a929-4a89-950d-c98016859e2a/steps/1d7e5c75-6753-4d35-b26d-feee833db2b3/4f932b66-1e29-4884-b74f-11428d7974f4.png?mark-x=720&mark-y=550&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDgmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
9. A payment confirmation screen will be displayed upon completing your payment.
![Click on select-fleet](https://images.tango.us/workflows/c7c81fcc-a929-4a89-950d-c98016859e2a/steps/fd3a9bd8-00c5-4c18-9b09-c31073010ea9/892cfe5c-8dbf-4e59-9647-12b6f924881a.png?mark-x=343&mark-y=288&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz03NDAmaD0zNDUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)