Money
Taking payment
A payment records its amount, method, reference and the account the money went into. One repair, sale or invoice can carry several payments across different methods. Cash payments record what was tendered, so the change is worked out rather than guessed.
What it does
Customers rarely pay the way a system expects. Half in cash and half on a card is normal, and so is paying a deposit now and the rest on collection.
So a payment is its own record rather than a field on the bill. Any number of them can sit against one repair, one sale or one invoice, and the balance follows the total.
Each payment says which of your accounts it landed in, which is what makes the cash drawer and the bank reconcilable later.
Cash payments record the amount handed over as well as the amount due, so the change is calculated.
A payment recorded against the wrong method can be corrected by an admin. The correction stores who made it, when, and why, rather than editing the row and leaving no trace.
Every capability
| Methods | Cash, card, bank transfer and online, plus your own custom methods |
|---|---|
| Split | Several payments across methods on one bill |
| Applies to | Repairs, sales and invoices |
| Account | Recorded per payment |
| Reference | For matching against a statement |
| Cash tendered | Recorded, so change is worked out |
| Correction | Admins can fix the method, with who, when and why stored |
| Balance | Outstanding amount follows the total paid |
| History | Every payment kept against the transaction |
Questions
Can a customer pay with two methods on one sale?
Yes. Record each part as its own payment and the sale settles when they add up to the total.
I recorded a card payment that was actually cash. Can I fix it?
An admin can correct the method. The correction records who changed it, when and why, so the audit trail survives the fix.
Does Fixmo process card payments?
No. Fixmo records how a customer paid. Taking the card payment itself is done on your own terminal.