Recording a Payment (Receipt)

When a customer pays you — whether by cash, check, bank transfer, or card — here is how to record that payment in JobsPaid so your invoices stay accurate.

Automatic Recording (Stripe Payments)

If your customer paid via the Stripe payment link, the invoice automatically updates to Paid and a receipt is generated. No manual action needed.

Recording a Cash Payment

1. Open the invoice from Dashboard → Invoices
2. Tap Record Payment
3. Select Cash as the payment method
4. Enter the amount (full or partial)
5. Enter the payment date
6. Add a note if needed (e.g., "paid on job site")
7. Tap Save

The invoice status updates to Paid (or Partial if not fully paid).

Recording a Check Payment

Same process as cash — select Check as the method. Optionally enter the check number in the notes field.

Recording a Bank Transfer Payment

When a customer says they sent a transfer:

1. Verify the money arrived in your bank account first
2. Open the invoice and tap Record Payment
3. Select Bank Transfer
4. Enter the amount and date
5. Save

Customer Receipt

After recording the payment, JobsPaid generates a receipt that you can send to the customer. Open the invoice → tap Send Receipt to deliver it to their phone via SMS/WhatsApp.

Partial Payments

If a customer paid a deposit, record the deposit amount and the invoice will show the remaining balance. Record the final payment the same way when it arrives.