Invoicing & payment on site
For work settled on site, you create the invoice and record the payment from the app while you are still at the customer.
What you use this for
Section titled “What you use this for”- Walking through the invoice with the customer before you leave.
- Recording a payment by cash, Bancontact or Payconiq, card or bank transfer.
- Showing the invoice as a PDF or emailing it.
- Sending the customer a payment confirmation straight away.
Who can use it
Section titled “Who can use it”Techniekers with an account for the app, on their own jobs.
Prerequisites: the intervention must be completed — report, parts and hours filled in. This part works only with an internet connection: invoices and payments never enter the offline queue. Your administrator must have configured a cash or bank journal.
Conditions
Section titled “Conditions”This feature only works with an internet connection. Invoices and payments are never placed in the offline queue — you don’t settle money on the basis of data that still has to synchronise.
Creating the invoice
Section titled “Creating the invoice”
The created invoice with the buttons to send or take payment.
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Open the job and tap Create invoice.
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Walk through the invoice with the customer.
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Tap Send invoice to email it, or let the customer pay immediately.
You can also open the invoice as a PDF to show it on your screen.
Recording a payment
Section titled “Recording a payment”
Payment method, amount and reference.
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Tap Register payment.
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Choose the payment method.
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Enter the amount — the outstanding balance is already filled in by default.
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Optionally add a reference (for example a card transaction number).
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Confirm.
Payment methods
Section titled “Payment methods”| Method | When |
|---|---|
| Cash | Cash on site |
| Bancontact / Payconiq | Payment via the customer’s phone |
| Card | Payment via a card terminal |
| Bank transfer | The customer transfers; you record the arrangement |
Sending a confirmation
Section titled “Sending a confirmation”After payment, tap Send payment confirmation. The customer immediately receives a short confirmation email. That prevents next month’s discussion about whether payment had already been made.
What happens internally
Section titled “What happens internally”Every step is kept in the job’s history: which amount, which payment method, which reference and when. Your accounting therefore receives a fully traceable payment — not a loose note with an amount on it.
Best practices
Section titled “Best practices”- Walk through the invoice with the customer before moving to payment. Disputes about lines get resolved on site in a minute.
- Always enter a reference for card and Bancontact payments. That makes matching with the bank statement easy afterwards.
- Always send the confirmation. It is one tap and it saves phone calls.
- On a partial payment: record what was actually paid, not the full amount. The outstanding balance then stays correct.
- No connection? Complete the job and invoice as soon as you have signal again.
Troubleshooting
Section titled “Troubleshooting”The Create invoice button doesn’t work. The intervention is not yet completed. Finish it fully first.
The customer doesn’t want to pay right away. Create the invoice and send it. Payment follows through the usual follow-up.
I recorded the wrong amount. Report it to the office. Payment corrections happen in accounting, not in the app.
Can I invoice without internet? No. This part works online only, by design.
Does the customer automatically get an invoice by email? Only when you tap Send invoice. Nothing ever goes out without your knowledge.