Recording and Collecting Payments closes the billing cycle. Capturing credit cards, logging checks, and emailing receipts keeps your accounts receivable accurate and speeds up cash flow.
Step-by-Step Walkthrough
Open the Target Invoice
Search for the customer name or invoice number, then open the invoice page at /invoicing/view/{id}.
Click Collect Payment
In the invoice actions menu, click the Collect Payment button. This opens the transaction interface.
Select Payment Method
Select the payment method: Credit Card (via swipe or manual entry), Check, or Cash.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Payment Method | Required | Choose: Credit Card, Bank Transfer, Check, Cash. |
| Amount to Pay | Required | Payment amount. Defaults to the full invoice balance. |
Enter Transaction Reference
For card payments, enter the card details or process through the terminal. For check payments, enter the check number.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Check Reference # | Optional | Enter physical check number for tracking. |
| Transaction ID | Optional | Automatically populated for integrated merchant cards. |
Process and Email Receipt
Click Process Payment. The system records the transaction, updates the invoice balance, and emails a receipt link.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Amount Limit: The payment amount cannot exceed the remaining balance of the invoice.
- Required References: Cash/check payments must include transaction reference notes.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.