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

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

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

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 …

5. Enter the payment note. (Optional Field)

Click on Sample Payment Note

6. Click on 'Pay'.

Click on Pay

7. Enter the optional signature, include a tip if needed, and click on 'Pay'.

Click on select-fleet
Click on Pay

8. Click on 'Confirm'.

Click on Confirm

9. A payment confirmation screen will be displayed upon completing your payment.

Click on select-fleet