How to collect Payment on the Zuper Mobile App and send payment links to the customer?
Payment collection is made easy with our Zuper Mobile App. Payment History
and Transactions have been consolidated in a single view.
1. Select the "Invoices" module from the top-left
hamburger icon.
2. Select
the invoice for which you want to collect the payment.
3. Select
the “Collect Payment” option.
4. A
pop-up will prompt you to act for the pending payment, if it exists, for the
invoice.
5. You can either
check the status of the payment or you can continue with the payment.
If you choose "Continue with Payment, " a new pop-up will appear.
6. Share the generated payment link and click the "Share" button.
With this
feature, you can easily avoid double payment for an invoice and send the payment link to the customer.
Related Articles
How to access and manage the customer portal ?
How do you manage the customer portal settings in the Zuper Web App? How to enable / disable customer portal for individual customers? Enable Customer Portal Access by Default: It is now easy to provide access to the customer portal in a single ...How to create a new customer in the Zuper mobile app?
A new customer is the foundation for creating jobs, quotes, invoices, and contracts. To create a new customer, follow these steps: 1. Click the "Clients" module from the top-left hamburger icon. 2. Select the “Customers” module from the drop-down ...How to access and manage customer/contact details in the Zuper web app?
The Customer details page lets you view the complete information of the customer and all its associated records in a single place. From the customer listing page, you can click any one of the Customer names to go to the customer details page. ...How to access and manage customers in the Zuper mobile app?
The customer module in Zuper is designed to streamline the management of customer information. It allows you to efficiently handle customer details, facilitating easy communication via email or phone and providing quick access to service addresses. ...How to access and manage organizations in the Zuper mobile app?
The organizations module in Zuper is designed to streamline the management of organization details. It allows you to efficiently handle organization information, map organizations to customers, and create new jobs associated with an organization. ...